Live for now;
Tomorrow is taken care of.

Wealth Management and Estate Planning for
business owners, professionals and families.

Get started today
OUR PASSION

What Drives Us

We get excited by finding and implementing unique and tailored solutions
for awesome people. Solutions they never knew existed.

Foresee

Enjoy more today by planning for
tomorrow, create a meaningful
legacy.

Grow

Put your money to work,
expand your wealth.

Protect

Safeguard what you’ve built,
keep more of your money.

Contribute

Make a difference in your
community, invest in a better
world.

ABOUT US

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.

READ MORE

What we do for our clients

Tax and Estate
Planning

Intergenerational
Wealth Transfer

Tax Efficient
Wealth Strategies

Life, Disability and
Critical Illness
Insurance

Legacy Planning

Investment
Management

Family & Youth
Education

Philanthropy &
Charitable Giving

Marissa-elliott


“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 Elliott
Co-Founder, Advisor
FEATURED IN

Let us know
how we can help you