The needs of our clients are unique from one family to another and we understand that the wealthy invest differently. Our multidisciplinary approach is focused on protecting, growing, and preserving wealth through a holistic approach to wealth management for individuals and the institutional investor. We help navigate the complexities of wealth creation and investment management.

At Elmwood Investment Partners, we are clearly differentiated as our service goes one step further to provide future beneficiaries with a solid understanding on wealth creation and inheritance. We create a learning environment for the entire family that mitigates risk and builds the necessary skills to maintain family wealth.

Services:

  • Personalized Planning
  • Investment Planning
  • Estate & Retirement Planning
  • Advanced Tax Strategies
  • Insurance
 

Personalized Planning

The first step in our approach to planning is understanding where you want to go so we can build and provide an actionable, accurate, and reliable plan.
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Investment Planning

We offer a well-balanced portfolio that consists of traditional investment solutions as well as access to private equity and alternative investment opportunities that are often...

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Estate & Retirement Planning

Through a personalized approach, we will discuss your retirement goals. Whether it’s travel, a new hobby, or spending more time with the people you love, we’ll help you strive for your ideal retirement.
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Advanced Tax Strategies

Taxes are multi-faceted, both for individuals and for business owners. As tax rules change, and other factors impact your tax liability, we work to ensure that your wealth...

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Insurance

An unexpected illness, injury, or death can undo years of hard work and saving. With the right insurance, you can reduce or mitigate  the impact a loss of income may have. Our...

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