Special Needs Planning 101
A special needs trust helps care for a child with special needs when you’re gone.
Preparing For the Ultimate Vacation
It May Be Time for a Financial Checkup
Illuminating Your Financial Future

Portfolio Management
Years of experience have prepared us to guide you through your life transitions.

Special Needs Planning
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Our Resources
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
Where Do you Want Your Financial Roadmap to Take You?
Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation. Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all.
At Elder Wealth Management, LLC, we strive to create a personalized financial roadmap that may guide you toward your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance.

Client Centered
Our business is built on a foundation of thoughtful client relationships.