At Elemint Wealth Management, we believe client relationships and passionate advice drive successful financial plans. Our advisors are dedicated to providing client-centered, relationship-based wealth management services to individuals, families and businesses. We offer the sophisticated solutions of a big city firm with all the elements of small town charm.
FINANCIAL PLANNING
Putting the Pieces Together
Planning for the future can seem daunting. We help you put the pieces together to form a cohesive financial plan that you can count on.
- Retirement Planning
- Education Planning
- Insurance Planning
- Estate Planning
- Tax Planning
- Financing Strategies
INVESTMENT services
A Multi-Faceted Approach
We use a multitude of investment instruments, tailored to your individual financial goals.
- Portfolio Management
- Brokerage Accounts
- Individual Retirement Accounts (IRAs)
- 529 College Savings Accounts
- Mutual Funds
- Exchange Traded Funds
- Individual Equities
- Individual Bonds
- Certificate of Deposits (CDs)
- Options
- Alternative Investments
- Hedge Funds
- Structured Products
- Fixed & Variable Annuities
INSURANCE & RISK MANAGEMENT
Planning for the Future
It’s important to be prepared for life’s surprises. We help you plan ahead so that you and your loved ones are taken care of.
- Whole Life Insurance
- Term Life Insurance
- Universal Life Insurance
- Disability Insurance
- Long Term Care Insurance
BUSINESS PLANNING
Getting Down to Business
In addition to providing financial planning services to individuals, we work with businesses and business owners to provide additional financial support and guidance.
- Business Retirement Plans
- 401(k) Plans
- Profit Sharing Plans
- Defined Benefit, Defined Contribution Plans
- Buy/Sell Planning
- Cash Management
- Business Succession Planning
LPL PRIVATE CLIENT GROUP
Exclusive Expertise
Elemint Wealth Management is proud to work with LPL Private Client Group to offer financial planning services for high net worth individuals and businesses. Specialized experts offer advice and implementation strategies across the spectrum of wealth management needs.
- Comprehensive Financial Planning
- Advanced Estate Planning
- Investment Consulting
- Advanced Portfolio and Investment Analytics
- Tax-Sensitive Investing
- Alternative Investments
- Trust Services*
- Foundation and Endowments
- Single Stock Risk Management
- Executive Compensation
- Business Exit Planning
- Financial Windfall Planning
- Insurance Planning
*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
