ELKHOURY WEALTH MANAGEMENT
Building wealth with purpose
Founding Principles
Client-Centered Service
Every client is unique, and so is our approach. We prioritize personalized service, taking the time to understand our clients’ individual circumstances to provide tailored financial solutions.
Integrity and Trust
We operate with the highest level of integrity, always acting in our clients’ best interests. Trust is the foundation of our relationships, and we are committed to maintaining it through transparency and honesty.
Purpose-Driven Wealth Planning
We believe that wealth should be managed with purpose, aligning financial strategies with our clients' values, goals, and long-term vision.
Expertise and Precision
With deep expertise in estate planning, tax planning, retirement planning, and tax-smart investing, we provide precise, informed advice to help our clients achieve their financial goals.
Long-Term Growth and Protection
Our strategies focus on growing and protecting wealth over the long term, ensuring that our clients’ financial futures are secure and prosperous.
Holistic Financial Planning
We take a comprehensive approach to wealth management, considering all aspects of our clients' financial lives, from investments to taxes, to ensure cohesive and effective planning.
Walid ElKhoury, CFP®
Senior Wealth Advisor
Walid's passion for finance began early— he opened his first brokerage account while studying finance at the University of Rhode Island. This early start laid the foundation for his career, which began in 2015 and has spanned various roles within the financial industry.
For the past seven years, he served as a Senior Wealth Manager at one of the largest brokerage firms nationally, where he honed his expertise in guiding clients through complex financial landscapes.
His experience in investments, estate planning, tax planning, and retirement planning has equipped him with the skills needed to help families grow and protect their wealth. Driven by a desire to provide truly personalized financial advice, he founded ElKhoury Wealth Management.
Here, he focuses on delivering purpose-driven wealth management strategies that align with his clients' goals and values, ensuring their financial futures are secure and prosperous.
Walid currently holds the FINRA Series 7, Series 66 & Series 63 securities registration as well as his health and life insurance licenses. In 2020, he earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, further solidifying his commitment to providing comprehensive financial advice. Walid is an SEC-registered Investment Adviser Representative (IAR) with Elevation Wealth Management. He currently resides in North Attleboro with his wife, Kimberly, of 4 years, and their two children. His hobbies include playing golf, traveling and spending time outdoors with his family.
Contact Walid
Elevation Wealth Management Team
Darin Beckering is a wealth manager with over 18 years of financial experience. He specializes in retirement planning, estate planning, investment management, and income distribution planning for clients either approaching or currently enjoying retirement. Darin began his career in personal finance in 2003, taking pride in walking along with each client by helping guide them in reaching their financial goals. Prior to founding Elevation Wealth Management, Mr. Beckering was recognized as one of the top investment consultants nationwide at both Charles Schwab and TD Ameritrade. As a result, his relationships developed with affluent families across the country. Through these years he has gained valuable insight and a love for helping others reach financial success.
Darin currently holds the FINRA Series 7 and 66 securities registration as well as his health and life insurance licenses. Mr. Beckering holds a CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. A native of Minnesota, Darin graduated from Dordt University with a degree in business administration. He also has his master’s degree in finance from the University of St. Thomas. He currently lives in Eden Prairie with his wife Tricia of 19 years, and his children Brayden (15), Breanna (13), Miles (10), and Claire (8). His hobbies include playing and coaching basketball and travel. He has a passion for volunteering at his church and other various charitable organizations.
Darin can be reached at darin@myelevationwealth.com
Derek Beiningen
Client Service Manager
Derek Beiningen has over 14 years of experience in the financial services industry. Most recently, taking time off to support building a family. Derek is a native of Minnesota and graduated from St. Cloud State University with a business degree. He is a resident of Minnetrista, Minnesota with his wife of 16 years and their son Ray (15). In early 2020, he joined the volunteer Mound Fire Department and earned his Fire 1 and 2 certifications and Emergency Medical Responder. He enjoys weekly outings playing tennis and basketball and opportunities to ride on two wheels.
Derek can be reached at derek@myelevationwealth.com
Darin Beckering
Sr. Wealth Advisor, MBA, CFP®
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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.