Partner / Personal Legacy Advisor

Josh Procaccini is an owner, founder, and Personal Legacy Advisor at Wealth Impact Partners.

Josh is an accomplished writer and teacher who has contributed to several published works and has presented wealth management strategies to various audiences, including professional colleagues. He is skilled at helping individuals find clarity and confidence about their lives and their wealth by documenting their vision, priorities, and goals; developing an actionable plan; and carrying it out.

Josh’s ability to help families develop clear, overarching investment strategies that ensure they will have sufficient financial resources to meet current and future needs, while increasing support for the causes and organizations they care about, has made him a highly sought-after advisor to clients and colleagues.

Josh earned a Bachelor of Arts degree in Economics from Hamilton College in New York, graduating with magna cum laude honors. A lifelong resident of Lakeville, Massachusetts, he has been part of closely-held businesses all his life and excels with the challenge and excitement of entrepreneurship.

Partner / Personal Legacy Advisor


Wealth Impact Partners


175 Highland Avenue
Suite 401 Needham, MA 02494
P: 781.489.9800

1415 W. 22nd Street
Tower Floor, Oak Brook, IL 60523
P: 847.595.1970

Securities offered through Valmark Securities, Inc., Member FINRA/SIPC. Advisory services offered through Valmark Advisers, Inc., an SEC Registered Investment Advisor. 130 Springside Drive, Suite 300, Akron, OH 44333-2431 · (800) 765-5201. Wealth Impact Partners is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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C12 equips Christian CEOs and owners to build great businesses for a greater purpose.

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