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About | Our Story

David Elefant Wealth Management Group is the evolution of a CPA firm specializing in taxation that was incorporated in the State of New Jersey on December 12th, 1974.

While our professional designations and real-life experiences have grown tenfold, the Core Beliefs upon which the firm was founded have withstood the test of time.

The most rewarding relationships we have today are with households who favor a streamlined approach to financial wellness and leverage all of our Services & Capabilities

With that said, we promise to stay true to our guiding principles of Build. Preserve. Protect. regardless of how comprehensive your family’s needs might be today.

Ultimately, we’re proud to be in business for over 40 years and continue generation after generation of relationships that were started so long ago. Let’s connect and embark on your journey.