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Edward Jones- Financial Advisor: Josh Wurtsbaugh

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Cape Coral, FL
Edward Jones- Financial Advisor: Josh Wurtsbaugh

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I take great pride in being a Financial Advisor. I'm happy to make an impact on those around me. I was fortunate to be a 3rd generation business owner.

Starting from the ground up! I have worked in entry level jobs, rotating shifts, and learned all aspects of my family's business by doing the actual jobs, boots on the ground. This allowed me to find weaknesses in our processes and earn the respect of my peers/coworkers over the 17 years I was there. Overcoming "Coaches Son Syndrome" became a mission of mine along the way. My work experience is not limited to blue collar work but also transitioned into the VP of Manufacturing which required me to take back of the house knowledge/reports to the front of the house. I have also developed my own business from the ground up, building and growing a successful niche company during one of the toughest times to do so (pandemic). Working in direct sales, marketing, book-keeping, training, and performing the labor. I am very mechanical but also enjoy building relationships with people. Old school, Midwest farm boy ethics and values. I enjoy taking something viewed to be complicated or intimidating, and turning into understandable, relatable processes. My clients gain confidence and are empowered to be involved with their personalized financial strategy. Give me a call to establish your long-term financial goals and create a plan on how to accomplish them!
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11/02/2026

Do you know about income-related monthly adjustment amount (IRMAA) thresholds? The surcharges on your Medicare premiums could come as a surprise and be significant. Connect with me to discuss strategies to avoid exceeding the next income threshold, which could trigger an extra charge.

4 times IRMAA could have you overpaying for Medicare

10/28/2026

Building a portfolio containing an appropriate mix of stocks, bonds and other investments based on your goals and risk tolerance can help you withstand periods of market uncertainty.

When you’re retired, you may feel especially vulnerable to market volatility. But making just a few moves may better help you cope with it.

10/26/2026

Long-term financial success starts with intentional planning. I can help you consider strategies that align your wealth with your goals and priorities. Let’s build a financial plan that works for you — reach out to start the conversation.

10/24/2026

I understand how overwhelming it can feel in the wake of a job loss. Review these adjustments to your financial strategy that could help. I'm also happy to discuss how you may be able to prioritize your budget as you seek your next career opportunity.

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10/21/2026

The first $100,000 is often the hardest milestone to reach — and the most rewarding.

Early on, progress can feel slow, especially when you're balancing family, work and other financial priorities. But once your portfolio grows, investment returns can begin doing more of the heavy lifting.

If you're working toward your first $100,000, stay focused on the habits that matter most: investing consistently, staying diversified and remaining committed through market ups and downs. Those habits can make all the difference over time.

Your first $100,000: why it matters most

10/19/2026

Your financial goals are unique — your plan should be too. I can help you create a strategy focused on building, managing and preserving wealth for the future. Reach out to get started.

10/17/2026

Are you and your family ready to learn more about important financial topics? Take that next step and see your knowledge grow by reviewing these short, interactive financial modules.

Real-world advice to help you develop financial skills for all stages of your life

10/14/2026

What would happen if you had to retire sooner than expected?

Many people focus on their target retirement date but spend less time preparing for the possibility of an earlier exit due to a job loss, health issue or family caregiving needs.

If you'd like to explore how your retirement strategy would hold up under an unexpected scenario, let's talk. Planning for the "what-ifs" today can help reduce stress tomorrow.

Concerned about a forced retirement? 4 tips to prepare

10/12/2026

Your wealth can help support the people and causes that matter most. I can help you plan for the future and create a strategy around your legacy goals. Send me a message, and let’s find time to connect.

10/10/2026

October is Breast Cancer Awareness Month—a time to stand with survivors, honor those we’ve lost and support the millions of individuals and families affected by breast cancer. This month, we encourage conversations, screenings and shared strength—because no one should face breast cancer alone.

Address

3571 Del Prado North, #7
Cape Coral, FL
33909

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+12397316338

Website

https://www.edwardjones.com/josh-wurtsbaugh

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