Welcome to Elliott Chaulk Private Wealth Management
The Elliott Chaulk Private Wealth Management team provides comprehensive financial planning, empowering clients to feel informed and in control of their future.
We are passionate about educating clients so we can guide them in making smart financial decisions. We not only provide clients with the best advice
for success but also provide them with exceptional service. We believe financial advice is more than just having a plan.
The right plan starts with a trusted relationship. Clients trust our advice, knowing that we have a true understanding and really care about their whole life, beyond the finances. As their needs become more complex, sophisticated advice and a relationship built for the long-term becomes even more important. We look forward to fostering these relationships, creating a road map for clients as they embark on their financial journey and achieving their goals.
Awards & Recognition
We are proud to be recognized by our community and industry as a recipient of the Herbert H Carnegie Community Service Award* at IG Wealth Management.
*Based on outstanding customer service and exceptional long-term community service.
Certified Exit Planning Advisor professionals
When business owners have had enough, do they have enough?
As Certified Exit Planning Advisor professionals, we can help synchronize your personal, financial and business plan, so you can successfully prepare and transition to retirement.
Lauren completed the Certified Exit Planning Advisor (CEPA) designation through the Exit Planning Institute. It was a goal of hers to complete this designation so Elliott Chaulk Private Wealth Management can continue to expand and improve upon the service that we provide our clients. We believe that our knowledge and expertise in this area will add tremendous value to business owner clients. It will allow Elliott Chaulk Private Wealth Management to be an integral piece of a business owner’s advisory team to ensure that business interests are completely synchronized to the overall personal financial plan, which will ultimately lead to a successful transition to retirement. We can help you understand when enough is truly enough, and we look forward to working with business owners to make successful retirement a reality.