Andy Toolson
Founder & 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.
Former pro athletes dedicated to help safely grow their clients’ wealth.
PROACTIVE
Contacting clients with the information they need before they know they need it.
RESPONSIVE
Reacting to client requests with an instilled sense of urgency and priority.
PROFESSIONAL
Interacting with a team that is impeccably trained and extremely courteous.
WHY CHOOSE TOOLSON WEALTH MANAGEMENT AS YOUR TRUSTED PARTNER?
We have one guiding principle at TOOLSON WEALTH MANAGEMENT that is instilled in our corporate culture and is ultimately the core of everything we do: concierge-based service.
INDEPENDENT ADVICE
Designing client portfolios based on a virtually unlimited number of options.
CLIENT EXPERIENCE
Giving each client the intimate attention deserved to secure their financial future.
HOLISTIC PHILOSOPHY
Harmonizing the various pieces of financial planning into a seamless process.
WELCOME TO TOOLSON WEALTH MANAGEMENT
OUR PROCESS
At Toolson Wealth Management we realize that every client and business we work with has unique needs, goals, and objectives. That is why we deliver customized solutions to address the specific nature of each client scenario. However, we use a holistic process to ensure that all appropriate financial areas are analyzed and comprehensive service is rendered.
STEP ONE
Establish the Relationship
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Scope of Engagement
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Compensation Structures
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Time Frames
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Responsibilities