At Elementus We Live, Breathe, And Love Entrepreneurs
We create out-of-the-box solutions that give our out-of-the-box clients the flexibility they need to reach their business and lifestyle goals.
We are Entrepreneurs
Only entrepreneurs understand entrepreneurs. Otherwise it’s all theory.
We Give Holistic Advice
We are independent advisors and are not limited to one company’s product shelf. This gives us the flexibility to solve unique challenges.
We primarily work in a tax-sheltered zone; if our instructions are followed, you only gain and will not lose what you’ve got.
Why Work With Elementus?
We know that maximizing wealth is a creative and ongoing process, which is why we value having long-term relationships with our clients and getting to know them personally. We pride ourselves for customizing financial solutions to each client’s unique wealth management needs.
We are a fee-for-service financial planning firm that offers unbiased advice. Being transparent and collaborating with your team of advisors, is our goal; we stick to our strengths and let your accountant, lawyer, mortgage broker, portfolio manager, etc. excel at theirs.
We have the experience and successful track record to back it up.
Like what you hear? Let’s chat.