Elan Wealth Management, LLC strives to provide holistic wealth management with a superior level of service based on trust, integrity, responsiveness, compassion and customization. This website is limited to the dissemination of general information regarding the investment advisory services of lan Wealth Management, L.L.C. ("lan Wealth Management" or the "Firm") offered to U.S. residents of those states where providing such information is not prohibited by applicable law.
The publication of this website is not to be construed as a solicitation to effect securities transactions or the rendering of personalized investment, tax or legal advice.
The publication of this website is not to be construed as a solicitation to effect securities transactions or the rendering of personalized investment, tax or legal advice.
Services
At Elan, we realized how complex financial and estate planning, investment management and insurance planning can be, and we also realize that many times firms overlook the emotional needs that exist in developing and executing these types of plans. Our vision is to take the planning and implementation process a step further, providing holistic wealth management.
Because we are a small, privately owned firm, we are able to focus on the client first, not the firm. We don't have to worry about the "big corporate giant" forcing sales goals, or firm-oriented corporate policies. We have the ability to provide virtually the same services as larger firms, but have the flexibility to provide customized, client-focused solutions as our top priority!
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