Integrity, Loyalty, and Care is what Elixir Private Wealth is founded upon.
We love working with clients who are goal-oriented, have a real sense of accomplishment, and love life!
We have a real passion in making a difference in the lives of everyone we come in contact with in a positive way. This is why, our Culture resonates from our Strong Belief that our Clients are at the Heart of Everything We do. With this belief strongly permeating our daily life, we act in the best interests of our clients. Integrity and Professionalism are the pillars on which we provide services through Elixir Private Wealth to our small and esteemed group of clients.
At Elixir Private Wealth, we work in partnership with you and your family (as part of your “Family Office”) to understand your aspirations for the future and create a personalized financial and Succession plan for you and future generations. Our objective is to remain a high-touch practice and take on a very small and select group of clients each year. Over 90% of our business comes from existing clients, their family, and their friends.
In today’s uncertain global environment, it takes fresh thinking and astute planning to protect and grow the wealth you’ve worked so hard to build. At Elixir Private Wealth, we combine Comprehensive Research, Top Asset Consultants, the Best People, and the Most Appropriate Strategies to help you build on Your Success through changing economic cycles and a variety of different market conditions.
Our strength is the adherence to our principles(remaining high touch), the professionalism, the expertise, the vast experience and the access to World Class Asset Consultants and Research, which translates into Relevant Advice and Honest Service.