“Where others see limits, Tesla finds solutions. Inspired by Nikola Tesla’s brilliance, we bring the same vision and precision to securing your wealth and future.”

Wealth is not a number. It is a legacy for the future.

Yet, the numbers we’ve achieved along the way

tell the story of the lives, families, and futures we’ve helped secure.

YEARS OF COMBINED EXPERTIZE

Decades of experience in wealth, tax, and risk management.

0k+

VALUED clients served

Families and entrepreneurs who trusted us with their financial future

$0B+

protected in savings and assets

Capital we’ve helped clients safeguard for generations to come.

Take your financial planning initiative in your own hands and

Build Your Legacy

with

Tesla Wealth Management.

"Most people don’t realize their life insurance policy could be underperforming—or even costing them more than it should. A simple review can make all the difference."

Get My Free Policy Check-Up

"Don’t leave your financial future to chance. A free, professional policy check-up can reveal hidden costs, poor performance, or missed opportunities—giving you clarity and control over your wealth."

At Tesla Wealth, we teach the Balanced Approach—the financial strategies to build wealth and retirement both under the wing of life insurance companies and the stock market. By using the power of investment-grade life insurance, our goal is not only to engineer the perfect path towards your financial freedom but to give you tools and support in building your legacy for generations to come

Watch our 3-minute explainer video to find out more about how we can help you.

“We’re not here to sell you what everyone else does — we’re here to give you access to strategies the wealthy have used for generations.”

Laser Focused Areas of Expertise

Holistic Planning

Holistic financial planning is the process of pursuing your life goals through the proper management of your resources. Life goals can include buying a home, saving for your child’s education, planning for retirement, or leaving a legacy.

Risk Management

We believe that every investor deserves excellent returns on investment (ROI), but we also know investors need to determine how much risk they need to take to reach desired goals. One of our priorities during the planning process is to weigh how comfortable our clients are with taking a risk in the first place.

Tax Strategies

Our team at Tesla is on the mission to educate people that there are additional ways beyond tax-deferred accounts to save for retirement that take less risk and result in tax-free streams of income for the rest of their lives. Learn more about how to use Cash Value Life Insurance in your Retirement Planning.

MAKE A CALLChange your future today!

Our Values & Goals

01 Primary Focus

To help our clients take control over their financial future, generate more wealth, protect their money, and pay less tax. By combining Actuarial science and Risk-based investing, we are designing strategies tailored to our clients' specific needs.

02 Our Mission

After years of working for corporate of America, and realizing the unfair advantage insurance companies, banks, and other financial institutions have over an average investor, we decided to break the pattern by sharing our insights with the people who have been left behind

03 Why Choose us?

We have a special gift in our ability to gather scattered information and bring it all together in an organized, well-researched and actionable way. Problems we solve: Final Expense, Income Replacement, Retirement & Asset Protection, Estate & Wealth Transfer Planning, Business Protection, Key Employee Retention.

How does our Planning Process work?

From our Discovery call, over Portfolio Analysis, to written Plan Proposal and recommended Actions, our approach equips you with new tools to harness your wealth and realize your objectives.

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.

Contact our team at Tesla Wealth to create an easy-to-understand analysis specific to your situation. Give us a try and Build Your Legacy With Tesla Wealth Management.