Tutelas Financial Team

At Wealth Partners Alliance

The Tutelas Financial Team joined Wealth Partners Alliance in 2025 from Ameriprise Financial Services, bringing decades of combined experience and expertise in financial planning, portfolio management, and multi-generational family services. "With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life."

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WHAT YOU CAN EXPECT WHEN YOU WORK WITH US

The right financial advice can help prepare you for whatever life brings - both the expected and the unexpected.

When you work with us you will receive

1:1 financial advice based on your goals and your needs

Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

Regular meetings to review your goals, progress, and investments.

Anytime access to your investments and digital tools to help you stay on track.

AREAS OF FOCUS

WEALTH PRESERVATION STRATEGIES

RETIREMENT PLANNING STRATEGIES

ESTATE PLANNING STRATEGIES

COMMUNITY PARTICIPATION

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CAMP LIFE!

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HIS CHASE FOUNDATION

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1 MILLION 4 ANNA

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HEROES FOR CHILDREN

Connect With Us

Jon Williams

P: 469.501.5405

E: jwilliams@wealthpartnersalliance.com

Thor Hoppess

P: 469.501.5406

E: thoppess@wealthpartnersalliance.com

Jerome Caulk

P: 469.501.5407

E: jcaulk@wealthpartnersalliance.com

Jane Blount

P: 469.501.5404

E: jblount@wealthpartnersalliance.com

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