Live for now;
Tomorrow is taken care of.
Wealth Management and Estate Planning for
business owners, professionals and families.
We create financial peace of mind for our clients so that they can enjoy all that life has to offer.
Our personalized, team-based approach to wealth management is rooted in creative strategies and years of expertise. That way, we ensure business owners and their families can achieve long-term financial success — whatever that means for them.
“Elsay Wealth was created to address the ever growing needs of our clients and the increasing need for tax-efficient wealth management strategies. After 20 years of working with high-net-worth families, entrepreneurs, and individuals in the entertainment industry, we recognized the need for a more customized approach to planning. People today require plans and teams to accommodate their unique personalities, working style, goals, and needs.”
Marissa ElliottCo-Founder, Advisor
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how we can help you