Elliott & Associates Wealth Advisors, Inc

Specialties

At Elliott & Associates Wealth Advisors, Inc. our mission is to deliver Comprehensive Wealth Management to a select group of clients, one family at a time, always keeping the client’s best interest as our central focus with customized solutions based on a written financial plan. By serving our clients well, we will also succeed. We like to begin each relationship with a personal financial plan designed to identify long-​term goals, as well as a strategy for implementing their plan. You will work directly with a CFP™ practitioner to develop your personal plan.

History

Established in 2004.

Elliott and Associates Wealth Advisors, Inc. is made up of a team of Duffy Elliott, Curt Coulombe, and Clyde Holmes, who are Registered Representatives of INVEST Financial Corporation. Working with one family at a time, we keep the client’s best interest as our central focus with customized solutions by designing, implementing, and monitoring a comprehensive financial strategy to help the client achieve their goals.

Meet the Business Owner

Duffy E.

Business Owner

Duffy has over 32 years of financial experience including financial planning, investments, retirement plans, corporate controllerships, mergers and acquisitions and public accounting. He entered the financial planning and investment world to pursue his passion of helping folks achieve their financial goals and maintain financial security.