OUR APPROACH

Expertise in investment management, estate, tax, and retirement planning. We take a personalized approach so that your unique circumstances are reflected in your wealth plan.

Comprehensive wealth management

Estate Planning

Helping you protect, preserve and transfer your wealth to intended beneficiaries

Beneficiary designations
Wills & Estate Plan
Trusts & titling assets
Planning for incapacity

Education & Family support

We focus on your family's financial future with tailored education planning and comprehensive support. Our approach helps you fund your children’s education while balancing other goals, ensuring your loved ones are well cared for.

Investment Management

Bespoke investment portfolios at ElKhoury Wealth Management are meticulously crafted to align with your distinct financial objectives and personal preferences. We strategically position your assets to not only fulfill your unique goals and aspirations but also to take advantage of the economic cycle. This approach ensures that your investments are optimized for growth and resilience in varying market conditions.

Fiduciary Advisors

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.

Retirement Planning

Comprehensive retirement planning involves creating a detailed strategy that addresses all aspects of your financial future, including savings, investments, and income needs to ensure a secure and comfortable retirement. This approach takes into account factors such as expected lifestyle, healthcare costs, and potential tax implications to create a tailored plan that meets your long-term goals.

Tax Planning

Planning for current and future tax liability
Capital gains budget
ROTH conversions
Tax loss harvesting strategies

Comprehensive wealth management is an all-encompassing approach that integrates financial planning, investment management, tax strategies, and estate planning to address every aspect of your financial life.