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Financial Planning For Successful Entrepreneurs

Owning companies comes with unique financial challenges. Lofty lifestyle and retirement goals, potential heavy tax burdens, and protection of assets now and into your legacy.

We are a boutique independent wealth management firm. We work solely with successful entrepreneurs. Simply put, we live, breathe, and love entrepreneurs.

We create and implement results-driven roadmaps with transparency, sophisticated strategies, and collaboration with your advisory team. This allows you to achieve your goals. Reduce your taxes while continuing to enjoy your lifestyle, create security, and pass on your legacy.

Learn more about us.

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Elementus Wealth Management is the best at ensuring that you understand what they are doing to help you and how each stage is important. Not only they are incredible advisors who care about your future investments and make sure you are looked after with the best solution, but they also really do care about what is going on in your life and are interested in the changes that happen. Jeff and his team are truly at the top of their game and I am looking forward to many more years of working with them.

Chris JodoinChristopher J Design

The hardest part of picking an advisor is knowing whether the advice you receive is in your best interests or in your advisors best interests. Jeff impressed me early with his knowledge of finance, and earned my trust by continually making recommendations that went against his best interests and only benefited me. He’s one of the hardest working guys I know, and just genuinely a good person. The Team at Elementus are responsive and enjoyable to work with. Financial advisors are typically difficult to recommend but Elementus makes it easy.

Aaron PattonOwner, Tenacious Networks

For the past several years Jeff and the team at Elementus have been providing our company with innovative, customized and effective financial management strategies and benefits planning. Their customer centric approach and attention to detail set this boutique firm apart from others and make them the type of company you want to work with. We highly recommend you talk with Jeff and his team to learn what Elementus can do for you or your organization.

Kevin BrownVice President, SiCam Systems

I cannot say enough great things about Jeff Devlin and his team at Elementus Wealth. I truly feel lucky knowing my future is taken care of, my health is taken care of and most of all my family is taken care of. Jeff and his team have helped me not only in my business but also for personal and I honestly have to say they are true professionals in every which way. I would and do highly recommend Jeff and his team at Elementus Wealth to my colleagues.

Rick HenryOwner, Pacific Peak to Peak Plumbing & Heating Ltd

As an entrepreneur, one of the most valuable things I can find is someone who I can trust to take a problem, understand it, provide options and execute for a result. With Elementus I was always able to expect a whole team team that is able to provide perfectly crafted solutions for my personal and business needs.

Graham BuksaOwner, Rayne Longboards

Integrated Wealth Management

Financial Planning For Successful Entrepreneurs

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