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Nicholas G
Series 65
Tucson, AZ
6|21 Private Wealth
Nicholas Gelso is a financial advisor at 6|21 Private Wealth with seven years of industry experience. He holds a Series 65 designation and has worked previously at Beckett Collective, Fortress Investment Advisors, and Wells Fargo. Gelso co-owns 6|21 Private Wealth and Beckett Collective, where he provides financial advice and dedicates a portion of his time during securities trading hours. 6|21 Private Wealth serves a selective client base including retirement plan sponsors, family offices, and foundations. The firm focuses on diversified asset allocation using low-cost ETFs and index funds, offering both tailored and model portfolio strategies alongside educational seminars and third-party manager recommendations.
James R
Series 63, Series 65, Series 66
Tucson, AZ
6|21 Private Wealth
James Rayroux is a financial advisor at 6|21 Private Wealth with five years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining 6|21 Private Wealth, he worked at NYLIFE Securities LLC and NewYork Life Insurance Company. He is also the owner of Spinnaker Health, LLC, a firm that brokers group fixed life and health insurance products. 6|21 Private Wealth provides financial planning, investment management, and retirement plan advisory services to a select client base including retirement plan sponsors, family offices, and foundations. The firm emphasizes diversified asset allocation using low-cost ETFs and index funds, along with occasional individual securities and alternative strategies, offering tailored and model portfolio approaches with discretionary management and client reporting.
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