WEALTH MANAGEMENT
Protecting what
you've built.
Financial planning and investment management for established business owners and executives—built on long-term relationships and guidance you can depend on.
WHO I WORK WITH
Advice for people whose financial lives have grown complex.
Business Owners
You've spent years building your company. I help you protect that wealth, plan for taxes, provide for your team, and prepare for what comes next — whether that's growth, succession, or a sale.
Executives
High income brings its own questions: equity compensation, tax efficiency, and making sure your savings keep pace with your career. I help you turn a strong income into lasting wealth.
HOW I CAN HELP
Where are you today?
Choose what fits, and I'll show you where we'd start.
WHERE WE'D START
Schedule a CallHOW WE WORK TOGETHER
A clear process, from first call to ongoing guidance.
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Get to know each other
An introductory conversation
We talk about where you are, what you've built, and what matters most to you. No cost, no obligation.
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Build the strategy
Your plan
I bring your accounts, taxes, insurance, and business into one picture and lay out a strategy you can act on.
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Stay on course
Ongoing guidance
Regular reviews keep your plan current as your business, career, and family evolve.
It all starts with a conversation.
Schedule a Call
ABOUT
Chris Tomolonis
FOUNDER & FINANCIAL ADVISOR
I began my career on Wall Street, spending more than a decade as a stockbroker helping clients navigate the markets. In 2014, I founded Tomolonis Financial on a simple belief: financial advice works best when every part of your financial life works together.
Today I work with business owners and executives across the country. You work directly with me, and when you need a CPA, estate attorney, or other specialist, I bring the right people together so every recommendation supports one strategy.
Born in the Bronx and now based in Jersey City, I'm a husband, a proud father of two, and a lifelong Yankees, Giants, and Knicks fan.
Read my full story →Let's start the conversation.
A 30-minute introductory call to see whether we're a good fit.