Tony Jelso

My goal is to empower my clients by aligning intentions with meaningful actions through proactive and tax-intelligent planning, to ensure they reduce economic vulnerability and build enough wealth to live their very best lives, now and in the future.

As a comprehensive Wealth Management Advisor, I am passionate about serving my clientele, both individuals and small businesses, to ensure their financial goals become a reality. I rely not only on my knowledge and experience, but also on the expertise of my team of specialists.

My business is focused on providing a high level of professional advice as well as excellent, personalized service.

–Tony Jelso