Broker Check

Celebrating
What's Right
with the World.SM

David Elefant Wealth Management Group

David Elefant Wealth Management Group

(973) 627-6066
david@davidelefant.com

As your wealth adviser, our mission is to understand your personal values and to get a clear perspective of what is most important to you in life so that we can prioritize your financial goals, and consciously use your objectives to make decisions and take action. Many times the focus is on protecting your family, preserving an enjoyable lifestyle, planning for the unexpected and ultimately achieving financial comfort and freedom while building a legacy. We believe our first responsibility is to our clients. Much of our success as an organization has been based upon our firm’s strong belief in the following values:

  • Appreciation for the unique joys and pursuits our clients find in life
  • Diligence in approaching all angles of financial health to ensure holistic well-being
  • Heart in building the personal relationships that help us more deeply discuss our clients' goals
  • Integrity in finding solutions that hold true to our firm values, as well as our clients' life values
  • Leadership in guiding and educating our clients to make more empowered decisions