Our Team

We customize strategies for clients using a process that factors in your goals, objectives, risk tolerance and specific circumstances to set a course for achieving your short-term and long-term goals. The plan we develop for you is designed to build wealth and reduce taxes by providing tailored advice on investments, cash flow, debt, insurance, tax planning, estate planning and charitable giving.

For physician groups, business owners and executives with large positions in company stock or options we provide strategies that address the myriad of regulatory, tax, investment and risk management issues. For family-owned businesses, we have extensive experience providing wealth transfer and business succession planning services for organizations in transition.

Many of the issues facing our individual and corporate clients are complex and often require the expertise of attorneys, accountants and pension actuaries. We take a team-based approach to problem-solving, combining Elim Group’s investment and financial planning expertise with our client’s attorneys or accountants. We coordinate the advice and guidance of all parties, helping you understand your options and working with you to make informed decisions that are consistent with your goals and objectives.