ABOUT
At Toolson Wealth Management, we understand that your portfolio is more than just a number. It represents time and energy invested to secure a financial future for loved ones and family, often including hours sacrificed away from those very people to achieve it. That’s why we take our responsibility to our clients personally, treating each and every portfolio as if it were our own. We will do everything in our power to make sure that you feel like you have a “financial concierge” at your fingertips.
Through our comprehensive and holistic approach, we can assure you that all financial strategies will be evaluated and nothing will be forgotten or left on the table. While each case is designed independently, they are all treated with the same integrity, respect, and detail-oriented forward thinking that is paramount to our client experience. We welcome the opportunity to introduce you to our brand of tailor-made services and individualized attention. This is what we do, and we do it well.
OUR TEAM
We provide advanced financial knowledge and experience to deliver powerful results.
Andy Toolson
Founder and CEO
Andy Toolson first obtained his financial services licensing in 1990. After an 11 year professional basketball career in the NBA and Europe, and 4 years of coaching at the Division 1 level, Andy decided to transition full time into his fascination of financial markets and advisory, and has since worked as a VP/Financial Consultant at Charles Schwab and Company, Key Investment Services, and Cambria Capital, as well as running his own firm since 2013–Toolson Wealth Management.
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He completed his undergraduate education from Brigham Young University, and has a Master’s degree in Social Science from Syracuse University. He also completed a Master’s in Business Administration from University of Phoenix.
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However, he deems his most useful education to be from the “School of Hard Knocks” and now loves using his experience to help the firms’ clients to plan successfully for retirement.
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He has been married to his wife Holly for the last 35 years and they love spending time with their 6 children and 7 grandchildren.​
Connor Toolson
Financial Advisor
Conner Toolson is a recently retired basketball player like his dad, Andy. After winning 3 state championships and 1 national title in high school, he went on to play college basketball at Salt Lake Community College where he won another national title. He finished his college basketball career at Utah Valley University and graduated in 2019 with a Bachelor of Science degree. He pursued his dream of playing professional basketball and played for 2 years in Spain and Uruguay. While overseas, Conner became more intrigued in the financial markets and began deeper studies in the financial services industry. After retiring from basketball in 2022, he quickly received his licensing credentials and began helping his own clients. Since then, Conner has enjoyed the many friendships the industry has provided as he serves his clients.
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Conner has been married to his wife MaKenna for 8 years and they are proud parents of two sons.