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Celebrating
What's Right
with the World.SM

Acres of Diamonds Investments Surprises Extended Care: A Patchwork of Possibilities

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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