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
aaron@teslawm.com
Claire Viotto
Director of Sales
claire@teslawm.com
Goran Milic
Chief Retirement Strategist
goran@teslawm.com
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.