We Provide Concierge-Based Financial Planning
Financial planning should feel personal. Our family-owned firm blends trusted relationships with a dedicated concierge team committed to providing prompt, personal support whenever you need it.
We Provide Concierge-Based Financial Planning
Financial planning should feel personal. Our family-owned firm blends trusted relationships with a dedicated concierge team committed to providing prompt, personal support whenever you need it.
Why Choose Toolson Capital as your trusted partner?
At Toolson Capital, we understand that your financial future deserves more than a one-size-fits-all approach. Our focus is on delivering true holistic financial planning with strategies designed not only to grow your portfolio, but to safeguard your retirement goals and ensure lasting financial confidence.
As a small, family-owned firm, we take pride in building meaningful, long-term relationships with our clients. With Toolson Capital, you gain a trusted partner who is personally invested in your journey and dedicated to helping you achieve financial independence so you can enjoy the retirement you’ve worked so hard to earn.
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.
Meet The Team
Conner Toolson
Partner & Advisor
Andy Toolson
Founder & CEO
John Kornaga
Case Analysis & Design
Meet The Team
Andy Toolson
Founder & CEO
Conner Toolson
Partner & Advisor
John Kornaga
Case Analysis & Design
Our Services
Retirement Income Planning
Tax-Efficient Investing
Portfolio Risk Management
Wealth Growth Strategies
Legacy & Estate Planning
Comprehensive Financial Planning
Connect
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Toolson Capital Management and Kinetic Investment Management, Inc. are two separate entities. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions under Toolson Capital Management. Investment Advisory Services are offered through Kinetic Investment Management, Inc., a registered investment adviser.
Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.