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Celebrating
What's Right
with the World.SM

How to Bake a Pie-R-A Forecast Retirement Redefined Acres of Diamonds

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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Value Proposition

Celebrating What's Right With The World

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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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Value Proposition 

Celebrating What's Right With the World.

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Doug Cole 

Project Manager 

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Value Proposition

Celebrating What's Right With the World.

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Helpful Content

Important Birthdays Over 50

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

A Home Insurance Claim: To File Or Not To File

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

Insurance Needs Assessment:When You're Married With Children

Insurance Needs Assessment:When You're Married With Children

When you’re married and have children, insurance needs will be different.

 

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.

How Stocks Work

Understanding how a stock works is key to understanding your investments.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Assess Life Insurance Needs

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

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

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Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

A Look at Systematic Withdrawals

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

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

My Retirement Savings

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

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Tax Management Strategies

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

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

Investment Strategies for Retirement

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

Surprises

Making the most of surprises is a great reason to work with us.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

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