Elliott Wealth Management Services

We are a comprehensive financial services firm committed to helping our clients improve their long-term financial success.

[Elliott Wealth Management Services @elliott_wealth]

June’s book recommendation is ‘Retire Often’ by By Jillian Johnsrud. Learn more about it here: https://t.co/ZhthXXLNYO

[Elliott Wealth Management Services @elliott_wealth]

There are a few #risks that every pre-retiree on the homestretch should know in order to be properly #prepared for their #retirement. Know what risks you should mitigate & how! Listen Here: https://t.co/NSEyRmogTv

[Elliott Wealth Management Services @elliott_wealth]

June’s quote of the month is from American author, educator, and professor, John A. Shedd: "A ship in the harbor is safe. But that’s not what ships are built for.“

[Elliott Wealth Management Services @elliott_wealth]

The NASDAQ is known for its connection to innovation and growth, this index plays a unique role in the market landscape. Find out what sets it apart and why investors pay attention: https://t.co/tru6SauFwS

[Elliott Wealth Management Services @elliott_wealth]

The S&P 500 is one of the most referenced benchmarks in investing, yet many don’t know what’s actually behind it. Listen in and learn more about it: https://t.co/kpV2dSMDQ4

[Elliott Wealth Management Services @elliott_wealth]

May’s book recommendation is ‘Revenge of the Tipping Point’ by Malcolm Gladwell. Learn more about it here: https://t.co/SAOVsxwztU

[Elliott Wealth Management Services @elliott_wealth]

The Dow is a widely followed market indicator that’s often in the headlines, but not always fully understood. Tune in to learn more about it: https://t.co/eXej2x0zeJ

[Elliott Wealth Management Services @elliott_wealth]

There is a retirement risk that not many people think about & it could quietly derail your retirement plan. Learn what it is & how to mitigate against it in this episode: https://t.co/fQPtW5A6ol

[Elliott Wealth Management Services @elliott_wealth]

I think we can all agree #money is not the most important thing in the world; however, it is not unimportant. We are curious to know what your definition of being considered financially #rich is. Listen in and let us know: https://t.co/LA3FP53ciG

[Elliott Wealth Management Services @elliott_wealth]

May’s quote of the month is from award winning speaker, best selling author & former college basketball player, Devin Hughes: "Learning is your superpower."

[Elliott Wealth Management Services @elliott_wealth]

Many people don’t focus on the tax aspect of saving for retirement and that mistake can cost you big if you’re unaware. Listen to this episode and don’t be caught off guard when the taxes hit: https://t.co/P1E3qVQ8Fh

[Elliott Wealth Management Services @elliott_wealth]

April’s book recommendation is ‘Trust’ by Hernan Diaz. Learn more about it here: https://t.co/gxEIvuypq0

[Elliott Wealth Management Services @elliott_wealth]

Choosing who inherits your money is one of the most important and emotional financial decisions you’ll ever make. Listen as we break down how to think through beneficiaries and help strengthen your estate plan: https://t.co/jpbeN1Xtlr

[Elliott Wealth Management Services @elliott_wealth]

Who really pays for America? Listen to this episode as we break down exactly how the tax burden is split across income brackets and what the data actually shows: https://t.co/2M7iloPHDU

[Elliott Wealth Management Services @elliott_wealth]

April’s quote of the month is from German writer and polymath Johann Wolfgang von Goethe: "In the realm of ideas everything depends on enthusiasm... in the real world all rests on perseverance."

[Elliott Wealth Management Services @elliott_wealth]

Did you know that there are billions of dollars’ worth of unclaimed money? Unclaimed property is money held by your state that was never collected by you. Listen and find out how to investigate if you have unclaimed property: https://t.co/07XWzRcVBI

[Elliott Wealth Management Services @elliott_wealth]

Financial success is not a solo effort. In this episode, we explain why having a strong financial team can help you make better decisions, avoid mistakes, and stay on track toward your goals: https://t.co/k0m23HOCjF

[Elliott Wealth Management Services @elliott_wealth]

2026 has been pretty crazy with the geopolitical events happening overseas. Investors are fearful however the market seems to be staying strong. Learn more about this scenario in this episode: https://t.co/zXRfKhmWmF

[Elliott Wealth Management Services @elliott_wealth]

March’s book recommendation is ‘Born Lucky: A Dedicated Father, A Grateful Son, and My Journey with Autism’ by Leland Vittert. Learn more about it here: https://t.co/gnWl5jKesb

[Elliott Wealth Management Services @elliott_wealth]

Headlines often paint a bleak picture of retirement savings. Listen as we take a closer look at the numbers, separate fact from fear, and uncover the context many articles leave out: https://t.co/hxExXqqBJZ