Elek Wealth Management

At Elek Wealth Management, we understand that planning for your financial future is a complex and multifaceted process. With the ever-changing landscape of tax regulations, rising healthcare costs, and increasing education expenses, it's more important than ever to have a comprehensive financial plan in place. Our team of experts is dedicated to helping you build a secure financial future by providing customized strategies tailored to your unique goals and needs.

Our Services

We offer a wide range of financial and retirement services designed to help you achieve your objectives. From accumulation and risk management to taxation, business planning, retirement planning, and estate planning, we provide the insight and direction you need to make informed decisions about your financial future. Our goal is to help you set up a proper planning structure that allows you to pursue your goals with confidence and clarity.

Meet Our Team

Our team consists of experienced professionals dedicated to your financial well-being. Eric E. Elek, our founder and president, is a CERTIFIED FINANCIAL PLANNER professional with extensive experience in wealth management. Terri Lynn, our Client Relationship Manager, brings a wealth of knowledge and a deep understanding of the importance of personalized service. Together, we are committed to guiding you through the financial planning process and providing you with the support and expertise you need to achieve your goals.

Our Purpose

Our purpose is to empower you with the knowledge and strategies necessary to make informed decisions about your financial future. We believe that every individual deserves a personalized approach to financial planning, and we are dedicated to providing that. Whether you're just starting out or nearing retirement, we are here to help you every step of the way.