What I Do
Tony's approach is to look beyond managing investments, and looks at your larger financial picture — which can support business owners with personal and business finances.
Tony's approach is built around a simple but powerful belief: that genuine wealth advisory means looking at every dimension of a client's financial picture simultaneously, understanding how each area affects the others, and building a plan that holds together across all of them. That means going well beyond portfolio management to cover every pillar of comprehensive financial planning.
Investment Management
At the core of every client relationship is a disciplined, customized investment strategy built around your specific goals, timeline, and risk tolerance. Tony constructs and actively manages portfolios with the same analytical rigor he developed as a professional equity trader — focused not just on return, but on risk-adjusted performance relative to your personal financial objectives.
Tax Planning
Smart investing and poor tax planning can cancel each other out — and nowhere is that more true than at the moment of a business exit. Tony works closely with your CPA to help build your investment strategy, business structure, and personal finances so that they are aligned for tax efficiency. For business owners approaching or navigating a liquidity event, Tony employs sophisticated tax-efficient investment strategies designed to reduce capital gains exposure and preserve more of what you've built.
Estate Planning
Building wealth without a clear estate plan is an incomplete strategy. Tony works in coordination with your estate attorney to build a plan around your assets that reflects your goals and helps make a plan for the people and causes that matter most to you.
Risk Management
Financial plans can have vulnerabilities. Tony conducts a thorough review of your insurance coverage — life, disability, liability, and business-related risk — to identify potential issues and helps prepare for unexpected events that can unravel even the most carefully constructed plans.
Retirement Planning
For business owners, retirement planning is uniquely complex. Your exit from the business and your retirement are often the same event — which means the planning has to account for both simultaneously. Tony helps you build a retirement strategy that looks at the bigger financial picture, with a focus on the eventual value of the sale itself.
Business Owner Financial Planning
This is where Tony's background can help business owners specifically. Having acquired, operated, and exited businesses himself — across multiple industries and through two of the most severe market downturns in modern history — Tony understands the financial complexity that lives at the intersection of your business and your personal wealth in a way that can't be learned from a textbook.
That means helping you think about business valuation, entity structure, buy-sell agreements, key-man insurance, exit planning, and the critical question most business owners never fully answer until it's too late: what does your personal financial life look like the day after you sell? It also means having a tax-efficient investment strategy in place before the proceeds arrive — because the decisions made in the months surrounding a liquidity event can mean the difference between keeping and losing a significant portion of your wealth.
How It Works
Every client relationship begins with a comprehensive financial assessment — a thorough review of your complete financial picture across all of the areas above. For the right clients, Tony offers this assessment at no charge as an opportunity to understand where you stand, identify gaps and opportunities, and determine whether working together makes sense for both of us.
There is no obligation and no pressure. Just an honest look at your financial life from someone who has lived a version of it himself.
If you're ready to have that conversation, reach out directly.
(949) 422-3830