Former pro athletes dedicated to help safely grow their clients’ wealth.
Start planning for your retirement with
Toolson Wealth Management.
STRATEGY. EXPERIENCE. RESULTS.
Life’s next adventure is waiting.
Start planning for your retirement with
Toolson Wealth Management.
Retirement is personal. You’ve worked hard to save and invest your money and now it’s time to optimize and protect your savings to provide for your retirement and your loved ones thereafter.
Toolson Wealth Management is an independent financial services firm, specializing in helping individuals and families prepare for, plan, and live in retirement. Our approach focuses on tailored retirement planning strategies and insurance solutions to provide our clients with guaranteed lifetime income, asset protection, and achieve tax efficiencies in support of a holistic approach to their finances.
Planning Process
Retire with Confidence.
Our three-step planning process works to help identify and implement suitable financial strategies for helping our clients meet their needs and achieve their goals and objectives for retirement.
Team
Read about the advisor and staff and learn the history of the business. See contact information for each person and click to email or call individuals in the business.
Andy Toolson, Founder and President
Andy Toolson first obtained his financial services licensing in 1990. After an 11 year professional basketball career in the NBA and Europe, and 4 years of coaching at the Division 1 level, Andy decided to transition full time into his fascination of financial markets and advisory, and has since worked as a VP/Financial Consultant at Charles Schwab and Company, Key Investment Services, and Cambria Capital, as well as running his own firm since 2013–Toolson Wealth Management.
He completed his undergraduate education from Brigham Young University, and has a Master’s degree in Social Science from Syracuse University. He also completed a Master’s in Business Administration from University of Phoenix.
However, he deems his most useful education to be from the “School of Hard Knocks” and now loves using his experience to help the firms’ clients to plan successfully for retirement.
He has been married to his wife Holly for the last 35 years and they love spending time with their 6 children and 7 grandchildren.
Conner Toolson, Financial Advisor
Conner Toolson is a recently retired basketball player like his dad, Andy. After winning 3 state championships and 1 national title in high school, he went on to play college basketball at Salt Lake Community College where he won another national title. He finished his college basketball career at Utah Valley University and graduated in 2019 with a Bachelor of Science degree. He pursued his dream of playing professional basketball and played for 2 years in Spain and Uruguay. While overseas, Conner became more intrigued in the financial markets and began deeper studies in the financial services industry. After retiring from basketball in 2022, he quickly received his licensing credentials and began helping his own clients. Since then, Conner has enjoyed the many friendships the industry has provided as he serves his clients.
Conner has been married to his wife MaKenna for 8 years and they are proud parents of two sons.
Resources
Featured Financial Articles.
5 Ways to Create a Steady Retirement Income Stream
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The Interplay between Family Literacy Day and Legacy Planning
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Annuities 101: Benefits of Annuities and Their Drawbacks
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