About Us
The team of Tesla Wealth Management is comprised of ethically robust and service-spirited experts who understand the intimate details of the financial wealth building.
With the heart of a teacher, our team's goal is to advise our clients how to apply strategies to sail into a safe harbor of financial prosperity.
Aaron Frederick
Principal
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For over 30 years, Aaron has been helping affluent individuals, families, and businesses across Canada and the US make decisions about the complex issues of building, maintaining, and transferring wealth. Leveraging his extensive experience helps business owners address contingencies of building wealth both inside and outside of the companies they manage. Aaron is also successfully working with wealthy families to ensure the long-term success of their wealth transfer between family members and business parties.
While working for a large national firm a decade ago, Aaron realized that a vast amount of the advice given to clients was not aligned with their best interests. So he started TWM with the conviction that while every client's situation is unique, there is an optimal solution that perfectly suits each client. It may take more effort and sometimes thinking outside the box, but there is no other way for our team here at TWM.
Claire Viotto
Director of Sales
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Claire is instrumental in the development, presentation, and execution of our custom solutions. Her extensive knowledge and skill have earned the respect of clients and helped forge strong relationships with them. She provides counseling and concierge service for our clients throughout the Solution Design process, and she communicates regularly with clients and their advisors throughout the strategy development and execution process. In addition, Claire’s experience managing the wealth, underwriting, and customer service teams has given her a unique understanding of our client’s needs and the entire organization.
Goran Milic
Chief Retirement Strategist
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Goran is a seasoned financial professional with proven experience in the life insurance industry. He has high proficiency and competency in product selection, case design, and marketing. Goran is a big advocate of the Balanced Approach—the financial strategies to build wealth and retirement both under the wing of life insurance companies and the stock market. He always looks at one's investment portfolio through the prism of holistic, economy bulletproof, and tax optimized approach, providing the right life insurance products to meet clients' specific needs.
By joining TWM, he got the opportunity to work for some of Chicago's highest-profile clients and businesses and gained experience with the industry's most innovative and strategic life insurance structures. Goran's job at TWM ensures that investments and financial plans are perfectly aligned since they impact many aspects of our clients' lives. He gets the most satisfaction from helping people reach their full potential and get where they want to be.
What we believe
We at Tesla Wealth believe in a holistic approach to wealth building and risk management. This plan is simultaneously macro and microscopic, peeling back the layers, goals, and quirks that comprise our clients' overall financial outlook. We are committed to taking the time to find the right products and pathways for you and your future.
With the heart of a teacher, we found our purpose in educating our clients about their finances and helping them set goals and strategies to sail into a safe but prosperous harbor of their financial wealth.
Our Pledge
No one likes being sold to.
There is a vast difference between being sold to and being educated, especially when it comes to insurance. At Tesla Wealth Management, we are committed to our client's success and provide out-of-this-world service that consistently goes above and beyond industry standards.
Our rule is always to get a plan and process first. Therefore, before we recommend any product, we educate our clients about their finances and set their goals. Then we propose several game plan scenarios with the best matching financial tools.
Anyone can sell you insurance, but only Tesla Wealth will take the time to educate, support, and service you from start to finish and everywhere along the way. At Tesla Wealth, we don't want to sell you anything: We want to work with you to engineer your happily-ever-after. Our holistic approach to wealth building is ready and waiting for you – we can't wait not to sell you something.
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