Elm Tree Capital

At Elm Tree Capital, we believe that everyone deserves a comprehensive and personalized approach to financial planning. Our team of experienced professionals, led by Eric P. Zine, Esq., CFP, CDFA, is dedicated to providing exceptional service and tailored solutions to help you achieve your financial goals.

Our Story

Our journey began with a simple yet powerful idea: to empower individuals and families to take control of their financial futures. We understand that every person has unique needs, goals, and aspirations, and we are committed to providing a customized approach to financial planning that addresses each client's specific circumstances. Our team's collective expertise spans decades, and we have built a reputation for delivering innovative, forward-thinking solutions that help our clients navigate the complexities of the financial world.

Our Services

As a full-service financial planning firm, we offer a comprehensive range of services designed to help you achieve financial freedom. Our services include:

• Retirement Planning: We help you create a tailored plan to ensure a secure and comfortable retirement.
• Investment Management: Our team of experts will work with you to develop an investment strategy that aligns with your risk tolerance, goals, and objectives.
• Insurance Planning: We help you protect your family and assets with personalized insurance solutions.
• Estate Planning: Our team will guide you through the process of creating a comprehensive estate plan that reflects your wishes and ensures the distribution of your assets according to your goals.
• Tax Planning: We provide expert tax planning services to help you minimize your tax liability and maximize your wealth.

Our Philosophy

At Elm Tree Capital, we believe that financial planning is not just about managing money; it's about creating a better life. We take a holistic approach to financial planning, focusing on your entire financial situation, including your goals, values, and priorities. Our team is dedicated to building long-term relationships, providing personalized service, and delivering tailored solutions that address your unique needs and objectives.

Why Choose Elm Tree Capital?

• Local Strength, Global Capabilities: As an independent firm, we have the flexibility to adapt to changing market conditions and tailor our services to meet your specific needs.
• Excess Account Protection: We prioritize the security of your assets, offering excess account protection to provide an additional layer of protection.
• Leadership: Our team of experienced professionals, led by Eric P. Zine, Esq., CFP, CDFA, has the expertise and knowledge to guide you toward achieving your financial goals.