Tony’s Approach
Tony A. Saltarski
Financial Advisor / Member Owner
Overview
Tony Saltarski is a financial advisor who focuses on retirement and wealth planning and works out of our Plano and Dallas, Texas, offices. He started working at Savant in 2026 when Exencial Wealth Advisors joined the firm.
Tony partners with pre‑retirees and retirees to help align retirement income, estate strategies, tax planning, and cash flow with long‑term goals. He also works closely with individuals who hold stock compensation plans or concentrated stock positions, helping them make informed decisions that support both near‑term needs and long-term financial goals.
Before joining Savant, Tony built a broad background in financial services and advisor leadership. He began his career at Fidelity Investments, where he held roles as a financial services representative and regional investment consultant. He later served as regional director of business development at HD Vest, now Avantax, before becoming a senior wealth advisor and partner at Exencial.
Tony earned a bachelor’s degree in finance from the University of Texas at San Antonio. Away from work, he enjoys spending time with his wife, Jessica, and their three children, Madison, Lillian, and Trey. His interests include golf, fishing, camping, and cooking.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- University of Texas at San Antonio
Bachelor of Business Administration in Finance
Education
- University of Texas at San Antonio
Bachelor of Business Administration in Finance
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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