Skip to main content

Joe Burgess

Wealth Strategist

Schedule a free consultation with me.

We will assess your goals, financial situation, and discuss strategies to build your wealth & investments. Learn more below.

Schedule Meeting

Are you ready to take control of your wealth?

Create a cash-flowing asset you can use as a vehicle for investments or retirement

Want to learn more?

Sign up for some free resources

Privatized Banking

We utilize the Infinite Banking Concept and Privatized Banking as a strategy for various purpose. Whether it's to provide retirement or build wealth as you fund deals or start-up, this strategy is a great way to take control of your financial future.

What we do

  • Financial education of privatized banking, infinite banking concept, and strategies
  • Full financial review to see where you are and where you want to be
  • Help craft a strategy to help you start building wealth or increasing your financial velocity

Who we work with

  • Real Estate Investors & Large Corporations
  • Business Owners & Entrepreneurs
  • Young Families & Professionals

About Me

Joe Burgess was born and raised in the small, rural farm town of Arbuckle CA. Honoring his farming roots, he currently is the President of a farm management company while also owning an almond orchard, walnut huller, and a consulting firm that specializes in helping small businesses. He has a deep passion for learning and growing which has led him to be involved in many fields of expertise and become a jack of all trades with skills varying from construction to electrical work to homestead farm consulting.

Joe met his wife while serving at a Christian ministry camp and they have been married twenty years with eight wonderful children. In 2011, Joe and his family moved to Atlanta, GA to attend a ministry school. There, he not only grew his faith but also began to understand more the value of legacy, honor, and family that he continues to uphold to the highest degree.

After returning to Arbuckle, CA, he began to delve more intentionally into the world of finance and business. Joining the Unbridled Wealth team in 2021, he found that this career path caters perfectly with his passion for developing legacy and helping individuals and businesses utilize tools to create wealth that will impact future generations. He has thrived with Unbridled Wealth through valuing relationships and communication, while aiming for excellence.

When Joe is off the clock, he loves spending quality time with his family, preferably on a white, sandy beach. He enjoys waterfowl and upland hunting, has a soft spot for cows, horses, and livestock, and you can always count on him for a good dad joke or pun.

Schedule Meeting