Wealth Management
We work with Nicola Wealth to help you in overseeing your financial assets. Through this partnership, we can provide resources and consulting for wealth management, investments, charitable donations, and philanthropic activities.
OUR DELIVERABLES
With ELO Counsel
Review role of Planned Giving Fund and a Foundation
Develop a Comprehensive Philanthropic Plan
In Collaboration with Nicola Wealth
Review Financial Planning Objectives
Review Tax Planning Strategies
Create Cash-Flow Projections Regarding Retirement Needs
Determine a Suitable Portfolio Mix & Investment Strategy
OUR EXPERT ADVISORS
BA (Hons), JD, LLM, PhD
President, ELO Network
Nicola Wealth
When selling a business, it often prompts a business owner's decisions on how to manage their newfound wealth. We help you find the best way to invest, save, and set up charitable activities so you can get the most out of your money.