Tony Kosack

I’m not your typical financial advisor. Unlike big banks or commission-driven firms, I’m an independent wealth management firm that works exclusively for you. I don’t earn commissions – I earn your trust by helping you grow and protect your wealth.

My specialty? Serving ambitious business owners, high-level executives, and nonprofit organizations who want sophisticated investment strategies typically reserved for elite institutions. I bring the same smart, strategic approach used by Harvard, Yale and MIT’s endowment funds – but personalized for your specific goals.

What does this mean for you? Professional-grade investment management that goes beyond standard investment products. A tailored approach that adapts to your unique financial landscape. Access to institutional-level investment strategies without the institutional complexity. Transparent, fee-only advice that aligns my success directly with yours.

I’m not just managing your money – I’m helping you build a financial foundation that supports your life’s most important goals, whether that’s growing your business, planning for retirement, or making a lasting impact through your nonprofit work.

Practice Areas

Advanced Planning

  • Retirement Planning
  • Income Tax Planning
  • Insurance Planning
  • Estate Planning
  • Investment Planning

Investment Management

  • Stocks
  • Bonds
  • Commodities
  • Currencies
  • Hedge Funds
  • Private Equity
  • Real Estate

Work with Tony 1:1

Learn how to build, monitor and manage your own investment strategy.

Where do I begin?

I start by gaining a thorough understanding of where you are today, so that we can design a plan to get you to where you’re going!

What is Trading Education?

Trading Education is a systematic framework that teaches the investor/trader how to manage a long/short equity portfolio. This is for the person who wants to manage their portfolio themselves.

What is your policy on cancellations?

You have the ability to cancel our agreement to work together at any time. You are not locked into any contract with Kosack Capital for a period of time. And should you be owed any money, that will be promptly refunded.

How will I be billed?

If you choose the Advanced Planning option, you will be required to fully pay that retainer for advanced planning services. If you choose option 2, you will be billed based on your assets managed by Kosack Capital.

Can I do Advanced Planning & Trading Education?

Absolutely! As mentioned in the “Where do I begin?” section, my main objective is understand where you are at in your journey to financial freedom. We will together decide on the appropriate path for your succcess.

How Can I work with you 1:1?

The best way to work with me 1:1 is to choose the Advanced Planning & Investment Management option. I would love the opportunity to earn your trust!

Need further clarification?

If you can’t find the answers you’re seeking, feel free to reach out and have a conversation with me.

Contact Tony