About Us

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Elios Wealth Management

Mission

To be a guiding light in financial stewardship, providing clarity, confidence, and certainty to build wealth and leave lasting legacies

Vision

To shape the future of wealth management in Singapore by delivering hyper-personalized financial solutions through a collaborative ecosystem.

Interview With The Founder, Dylan Wong

Find out how to start growing your wealth, simplify your wealth management and explore tailored a plan for your success!

How We Serve You

EWM differentiates itself by offering hyper-personalized financial solutions tailored to your unique needs as an Emerging Affluent. Through a comprehensive ecosystem, proactive management, and accessible premium services, EWM builds trust and long-lasting relationships by helping you to address critical gaps in achieving your financial aims.

How can Elios Wealth Management help me achieve financial independence?

I’ll be honest—financial independence isn’t just about saving hard or working harder. It’s about having a clear plan and knowing how to make your money work for you. At Elios Wealth Management, we specialize in helping professionals and entrepreneurs like you take control of your financial future.
I know what it feels like to want more freedom—to stop trading time for money. That’s why we craft personalized financial strategies that align with your goals. Whether it’s building passive income, planning for retirement, or investing wisely, we’ll work with you to create a roadmap that’s tailored to your life. You’ve worked hard to get here—now let’s make your money work just as hard for you.

I’ve worked hard to achieve financial stability. How do I grow my wealth without taking unnecessary risks?

This is a question I get all the time, and I completely get it. You’ve put in the hard work to build a stable foundation, and the last thing you want is to gamble it all away. Growing your wealth isn’t about taking big risks—it’s about playing smart.
At EWM, we focus on strategies like Value Cost Averaging (VCA) and Inflection Investing, which help you avoid common mistakes like buying at market peaks or chasing trends. We don’t believe in a one-size-fits-all approach. Instead, we’ll sit down with you, understand your risk tolerance, and craft a plan that helps you grow your wealth steadily and sustainably, without unnecessary stress.

How is Elios Wealth Management different from private banks or mass-market agents?

Let me put it this way—if you’ve ever felt like just a number at a private bank or a sales target for a mass-market agent, you’re not alone. That’s exactly why I started doing what I do.

At EWM, we do things differently. We don’t have high entry barriers like private banks, and we don’t push generic, product-driven advice like some agents. Instead, we focus on you. Everything we do is hyper-personalized, from crafting financial strategies to proactively managing your portfolio. We also offer a full ecosystem of services—from estate planning to property advisory—so you don’t have to juggle multiple advisors.

Our goal isn’t just to help you grow your wealth—it’s to make sure you feel valued, understood, and supported every step of the way.

How do you personalize financial strategies to suit my unique goals

Honestly, I believe no two financial journeys are the same. That’s why the first thing we do is listen. We’ll sit down, talk about your goals, your values, and what’s most important to you—whether that’s retiring early, buying your dream home, or creating a legacy for your family.
From there, we’ll craft a customized plan that balances your short-term priorities (like paying off debts or building an emergency fund) with your long-term aspirations (like financial independence or wealth transfer). And here’s the thing—your plan isn’t set in stone. We’ll adapt and adjust as your life evolves, making sure your strategy always stays relevant.

What does ‘active wealth management’ mean, and why is it important?

To me, active wealth management means not leaving your financial future on autopilot. Life changes, the market changes, and your plan should change too. At EWM, we don’t just set up your portfolio and forget about it. We’re constantly monitoring, adjusting, and optimizing your finances to make sure you’re always on track.
For example, if the market dips, we’re there to help you make smart moves instead of panicking. If your goals shift—like deciding to buy a second property or send your kids overseas for school—we’ll adjust your plan to make it happen. Active management means we’re always looking out for you, so you don’t have to do it alone.

How can you help me secure a comfortable retirement in Singapore’s high-cost environment?

Let’s be real—retiring comfortably in Singapore isn’t easy. The cost of living is high, and it can feel overwhelming to figure out if you’re saving enough or investing in the right places. That’s where we come in.
At EWM, we’ll help you build diverse income streams so you’re not relying on just one source of income. We’ll also make sure your savings and investments are working hard to outpace inflation and last through your retirement years. And it’s not just about numbers—we’ll talk about what retirement looks like for you. Whether that’s traveling the world, starting a passion project, or simply spending more time with family, we’ll create a plan that lets you retire with confidence and purpose

I want to leave a lasting legacy for my family. How can EWM help with that?

I think about legacy planning as more than just passing on wealth—it’s about passing on your values, your vision, and your hard work. At EWM, we help you do just that by creating a comprehensive plan that ensures your assets are protected and distributed exactly how you want.
We’ll guide you through tools like trusts, wills, and estate planning to minimize taxes and ensure a smooth transfer of wealth. And if you’re not sure where to start, don’t worry—we’ll break everything down into simple, actionable steps. My goal is to help you leave behind not just financial security but a legacy that your loved ones will remember and cherish for generations.

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