When it comes to your investments and financial future, we believe there is no substitute for a well-thought-out and passionately disciplined, comprehensive plan. Whether you are just starting to accumulate wealth, preparing for a major life transition or approaching retirement, sound decisions are vital in helping you pursue your goals and avoid the costly mistakes that can affect your future.
We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals. There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help.
We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals. There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help.
Services
Elm Tree Capital, conveniently located just minutes south of Boston, is an independent financial planning and investment advisory firm. Our mission is our commitment to excellence in everything we do. Our goal is to exceed our clients' expectations at all times through superior service, sound advice and trusted guidance.
From start to finish, Eric Zine, a CERTIFIED FINANCIAL PLANNER professional, will guide you through the financial planning process steps to help you take stock of your situation and achieve your goals. Eric will first explain his firm's financial planning services and define each of your responsibilities.
Elm Tree Capital provides clients the best of all worlds: superior service, independence, global scale, and financial institution security. We are local and privately owned, which means we are free to represent your best interests and focus our time and energies on you. This allows us to be objective, take a long term view, and concentrate on your needs.
The Securities Investor Protection Corporation (SIPC) provides account protection up to $500,000 in value, including $100,000 in cash awaiting reinvestment. SIPC provides protection for brokerage firms against losses should a SIPC member firm fail financially and become unable to meet obligations of its securities clients.
Eric Zine is the Founder and President of Elm Tree Capital. He is an accomplished, 20-year veteran of the wealth management industry, with experience in some of the industry's most recognized firms. Eric earned his B.S. in Business Administration from Bryant University and his Certificate in Financial Planning from Boston University.
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