Empowering You to Build Wealth Beyond Money
Tailored Wealth Strategies for Rising Professionals and Entrepreneurs
At Elios Wealth Management, we believe that financial success is never about the products you buy, but the decisions you make. That’s why we specialize in empowering Singapore’s emerging affluent—ambitious professionals and entrepreneurs—to make informed and strategic decisions that allow them to:
- Achieve true financial independence and break free from reliance on active income.
- Secure your future with customized retirement plans that fit your lifestyle.
- Create a lasting legacy, aligned with your dreams and values.
With us, you’ll gain the confidence to elevate your wealth, your freedom, and your future.
Start Your Wealth Journey Today
You Can Build Wealth with Confidence
We believe that access to quality financial advice shouldn’t be a luxury—it should be a necessity. Yet, Singapore’s emerging affluent often find themselves caught between two extremes: traditional private banking remains exclusive and out of reach, while mass-market financial advice tends to be generic, product-driven, and disconnected from their long-term aspirations.
We know that you’ve worked hard to achieve financial stability, but building sustainable wealth requires more than just hard work—it requires clarity, confidence, and a partner who understands your journey.
At Elios Wealth Management, we provide personalized strategies designed to:
- Bridge the gap between financial stability and true independence.
- Align your investments with your life goals, not cookie-cutter products.
- Create a roadmap for building wealth and leaving a legacy that reflects your values.
Discover how we can help you rise above the ordinary and realize your financial potential.
Our Impact
Partners to Work With*
Policies Served*
Client Touchpoints In a Year*
Your Wealth, Your Dreams: Solutions for Emerging Affluent Professionals
Hyper-Personalized Financial Strategies
We design financial strategies as unique as you are. By aligning your short-term goals with long-term aspirations, our advisors ensure a sustainable, balanced journey that adapts to your evolving vision of success.
Financial Literacy Education
Knowledge is your greatest asset. We break down complex financial concepts into clear, actionable insights—from investing and risk management to retirement planning. Our goal: to equip you with the confidence and clarity to make empowered financial decisions.
Active Wealth Management
We don’t just manage your wealth—we actively grow it. By constantly adapting to your evolving needs, we optimize your portfolio, safeguard your assets, and ensure your financial growth aligns with your ambitions.
Why Choose Us: S.H.I.N.E
Shaping Horizons: Expand On What’s Possible
For our clients, we don’t just manage wealth—we empower them to transform aspirations into achievements. Whether it’s building financial independence, creating a legacy, or reaching new heights, we craft strategies that make the impossible possible.
For our associates, we cultivate an environment where innovation and ambition thrive. By pushing boundaries, expanding skills, and fostering leadership growth, we help them achieve milestones that redefine their careers and leave a lasting impact.
Inspiring New Elevation: Rising To New Height
We believe in elevating every life we touch. For our clients, that means achieving financial freedom, security, and the confidence to pursue their dreams. For our associates, it means unlocking personal growth, career advancement, and the fulfillment of making a real difference in the lives of others.
At Elios, we’re not just a financial advisory group—we’re a partner in your journey to success, growth, and purpose.
The Elios Wealth Management EXECUTIVE Team
Meet Our Dynamic Team
Dylan Wong
Advisory Group Partner | Founder of Elios Wealth Management
Ron Teo
Associate Director Of Sales | Business Relationship
Jaye Peh
Financial Consultant | Business Operations Manager
Matthieu Chua
Financial Consultant | Investment Analyst
Leroy Lee
Associate Director Of Sales | Talent Acquisition
Desmond Lim
Associate Director Of Sales | Training and Development
May Ng
Business Operations Executive
Kane Ong
Associate Director Of Sales | Strategic Campaign
Hyper-Personalized Financial Strategies