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Celebrating
What's Right
with the World.SM

Brexit Strategy Surprises Extended Care: A Patchwork of Possibilities When Special Care Is Needed: The Special Needs Trust

Our Mission

Our mission is to improve the lives of those we encounter by helping them to celebrate what's right with the world.  David Elefant Wealth Management Group provides a Family Wealth Management service that is holistic, integrates taxation and investments as a core principle, and provides for a legacy which will live on for generations to come.

What's New?

Modern Families

The structural diversity of the American family has never been so varied. We strive to understand the unique circumstances of each household in order to achieve near- and long-term goals.

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Wealth Management

Monitoring and managing existing investment portfolios can be challenging. Our clients understand the necessity to partner with a team they can trust to provide them with accurate financial information as well as timely advice in terms that they can act upon.

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Our Team

David Elefant

Managing Principal

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Ian Baird

Wealth Service Associate

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Marc Guido 

Wealth Service Associate

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Lori Drago 

Executive Assistant & Insurance Provider

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Value Proposition

Celebrating Whats Right

    With the World.

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Julie Hoffman 

Senior Tax Associate 

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Imran Bhimra

Tax Associate 

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Doug Cole 

Project Manager 

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Marybeth Ginsberg

Office Support Associate 

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Helpful Content

A Living Trust Primer

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

When Do You Need a Will?

When Do You Need a Will?

When do you need a will? The answer is easy: right now.

Assess Life Insurance Needs

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

 

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

When Do You Need a Will?

When do you need a will? The answer is easy: right now.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

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