Investment Management
For many of our families, the wealth they have created and earned is the wealth they will have for the remainder of their lifetime.
Financial and Retirement Planning
Financial planning is a significant element of our team's overall and proprietary process. It is this process, where we take the time to learn about you and your family, on an intimate level, that allows us to create a financial roadmap.
Tax and Estate Planning Strategies
We have all heard that there are only two certainties in life - death and taxes. Our team and process ensures careful planning around both subjects.
About Élan Wealth Management
At Élan, we realized how complex financial and estate planning, investment management and insurance planning can be, and we also realize that many times firms overlook the emotional needs that exist in developing and executing these types of plans. Our vision is to take the planning and implementation process a step further, providing holistic wealth management. The goal of this approach is to not only develop the financial/estate/investment/insurance plans, but also to make sure those plans are created, maintained, and delivered in such a way to ensure our clients’ emotional perceptions and needs are met, along with the financial needs themselves. We pride ourselves on integrity, customization, exceptional service, compassion, and although we are very serious about what we do, we also want to develop relationships with clients such that we can have some fun along the way as well!
Élan Wealth Management, LLC strives to provide holistic wealth management with a superior level of service based on trust, integrity, responsiveness, compassion and customization.
Learn MoreÉLAN WEALTH MANAGEMENT
Sharon Elliot, CFP®, CTFA
Managing Director | Financial Advisor
Andrew Gregory
Managing Director | Financial Advisor
Kirstin Hark
Director of Life Planning
Laja Rowell
Senior Client Administrative Manager
Meet the Team
Our Office
132 High Dune Loop
Southern Shores, NC 27949
Phone: (888) 550-ELAN (3526)