About
Our Mission is Simple
Who We Are
When you work with our firm, you won’t get a cookie-cutter plan. You’ll get a personalized strategy built around your life and your goals. And once your plan is in place, our work is just getting started. We stay by your side to help you maintain it, adjust it as life changes, and enjoy your later years with peace of mind.
Core Values
Do the Right Thing
No shortcuts, no exceptions.
Integrity
A lesson Tom learned early, playing competitive golf: if you’re not truthful, it will always come back to you.
Adaptability
The economy is always changing, and we believe your plan should adapt with it.
We Know the Questions That Keep Most People Up at Night:
- When should I start taking Social Security?
- Is waiting until age 70 the best option for me?
- Do I have enough money to retire comfortably?
- How exactly does Social Security work, and can you walk me through it?
- What steps should I set up now to protect my kids and family?
At Vlahaskis Wealth Management, we answer these questions with clarity and care. We walk you through Social Security strategies, long-term planning, legacy planning, and estate planning — so you never feel like you’re making these decisions alone.
A Team You Can Trust
From start to finish, we provide a personalized experience that touches every part of your financial life.
Tom
Founder and
Principal
Ethan
Junior
Solicitor
Phil
President
JP Jones Wealth Management
What are your goals for retirement?
Our Two-Bucket Strategy was designed to bring clarity and balance to your retirement plan:
Income Bucket
Covers your essential expenses and provides predictable, steady income so you can feel secure.
Growth Bucket
Focused on long-term growth to keep your money working, protect against inflation, and prepare for future needs.