Redefine your wealth management with tailored guidance and support across your entire wealth picture
May 1, 2025
April 2025 marked one of the most volatile periods in market history following new tariff announcements. Despite the S&P 500 experiencing a 12% intramonth decline, it recovered to close within one percent of its starting point. Economic data revealed a slight contraction in Q1, largely due to companies stockpiling imported goods ahead of tariff implementation. […]
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April 7, 2025
The famous investor Peter Lynch once wrote that “far more money has been lost by investors trying to anticipate corrections, than lost in the corrections themselves.” The topic of stock market corrections, defined as declines of 10% or more from all-time highs, rose to the forefront in the first quarter as major market indices stumbled. […]
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March 24, 2025
In 2025, markets continue to be heavily influenced by Federal Reserve decisions. While the Fed implemented rate cuts in 2024 as inflation pressures diminished, it has maintained steady rates this year despite various economic concerns. Understanding the Fed’s current stance and its implications is crucial for investors navigating today’s market environment. Current Fed policy reflects […]
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March 14, 2025
When it comes to financial planning, it’s important to recognize what we can and cannot control. We can control our own behavior, make thoughtful financial plans, and adjust our strategies as needed. However, we don’t control the economic cycle, market movements, or policy decisions that impact the broader financial landscape. Recognizing this distinction allows us […]
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After more than four decades of experience at large brokerage firms, Tony Jezek founded Olistico Wealth in 2021 to provide personalized wealth management and investment guidance tailored to business owners, entrepreneurs, families, and high-net-worth individuals.
Our name, ‘Olistico,’ comes from the Italian word for ‘holistic,’ reflecting our belief that true financial strength comes from a well-balanced and integrated approach to managing wealth.
We show up as our true selves, take responsibility for our actions, and keep things transparent—with our clients and each other.
Built through reliability, loyalty, and always following through. Without trust, nothing else matters.
We value precision and attention to detail, ensuring every decision is made with focus and accuracy.
We’re always learning and evolving, staying ahead of industry trends to provide the best financial solutions.
We do what we say we will. Our commitment to professionalism and quality drives us to go above and beyond for our clients.
We adhere to the fiduciary standard, embracing the legal obligation to prioritize our client’s interests over our own.
We centralize your wealth management needs to make your life easier and enhance your financial well-being, providing you with a complete and comprehensive financial advisory experience.
