BUILDING WEALTH WITH PURPOSE
ElKhoury Wealth Management is a trusted financial planning firm specializing in tax-smart investing, estate planning, retirement planning, and investment management. Serving families in New England and beyond, we are dedicated to helping families build and protect their wealth with purpose and precision.
ElKhoury Wealth Management is a firm led by a CERTIFIED FINANCIAL PLANNER™ (CFP®)
To earn the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, individuals must complete a comprehensive education program, pass a rigorous exam, and demonstrate practical experience. CFP® professionals are committed to adhering to the highest standards of ethics and professionalism.
For more details visit www.letsmakeaplan.org
CFP® PROFESSIONAL
FIDUCIARY
We offer our advisory services through Elevation Wealth Management, LLC an SEC Registered Investment Adviser, we are required by law to act in a fiduciary capacity when serving clients. Put simply, our clients’ interest must be ahead of ours at all times.
As fiduciary advisors, we are committed to acting in your best interest, providing personalized investment advice tailored to your specific goals and needs. We ensure transparency in all recommendations, avoiding conflicts of interest to focus solely on your financial well-being. Additionally, we continuously monitor and adjust your portfolio while keeping you informed and empowered to make confident decisions.
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ElKhoury Wealth Management provides investment advisory services through Elevation Wealth Management, LLC, an SEC registered investment adviser. ElKhoury Wealth Management is not a registered investment adviser.