Wealth isn't cold numbers or tidy charts—it's your life's work, your family's future, your hard-earned security. At Elliott Chaulk Private Wealth Management, we know it's personal. That's why we listen. Not in passing, but deeply. Our approach is designed to simplify that complexity, giving you clear strategies that align with your goals and provide lasting security.
We take pride in building meaningful relationships with our clients, ensuring you feel supported, informed, and confident every step of the way. Whether you're planning for retirement, growing your business, or protecting your family's legacy, we provide thoughtful advice and solutions tailored to your unique journey. With Elliott Chaulk, you'll always have a trusted private wealth management partner committed to helping you achieve your financial goals with clarity and care.
Private Wealth Management for Pre-Retirees and Retirees
You may have spent your working life accumulating wealth. Now you are getting ready to move to the next phase. This will involve a fundamental change in how you view and manage your wealth. While looking at ways to increase it, you are now also looking at ways to protect it to maintain your lifestyle and leave a legacy. The next stage of your life will be different.
We can help you address several realities:
- You may live longer than you expect, and maintaining your lifestyle could become a challenge
- Managing your tax bill is even more critical to protecting your assets over time
- The strategies for creating a tax-efficient, life-long income are different
- Your ability to leave a legacy depends on a well thought-out plan.
We are here to listen and help you look forward to a long and comfortable retirement.
Private Wealth Management for Business Owners and Entrepreneurs
We work with business owners and entrepreneurs who have spent years building their business. Whether starting out or well-established, we help you maintain your lifestyle and grow wealth inside and outside your business.
We can guide you in creating:
- A succession plan to ensure a return on your life investment
- A holding company, life insurance policy, and other tools to limit tax liability
- A diversified investment portfolio outside the business for long-term income
Private Wealth Management for Executives
As an executive, your career and financial situation can become increasingly complex. We help you build strategies for long-term wealth, tax efficiency, and planning for early retirement if desired.
Private Wealth Management for Healthcare Professionals
Balancing your practice with wealth management can be challenging. We help simplify investment strategies and tax management tailored to medical professionals' unique needs.
Is Your Financial Well-being on Track?
Try our IG Living Plan Snapshot to find out. This straightforward online tool will help you assess if you're on track to meet your goals, based on key dimensions of your financial well-being. From optimizing your retirement to preparing for the unexpected, answer a series of questions to provide an overall result out of 100. This tool also provides personalized recommendations to help create a comprehensive financial plan tailored to you and your family's needs.