About Us

The Elixir Name

The elixir of life, also known as Elixir of immortality and sometimes equated with the philosopher’s stone, is a legendary/mythical potion, or drink, that grants the drinker eternal life and/or eternal youth. Many practitioners of alchemy pursued it. The elixir of life was also said to be able to create life.

Today Elixir Wealth solutions is able to bring to you the potion that can create the eternal life for you & your family with specifics to the financial matters.

Elixir Wealth solutions’ namesake stands as a clear metaphor for our mission – to provide exceptional, personal solutions that can create value for you & your family that could withstand the test of time. With our roots firmly planted in client service, we bring the highest level of independent thinking to bear in each facet of our client offerings. This combination of institutional quality work within a boutique setting differentiates Elixir Wealth Solutions and allows us to serve our clients as a trusted partner with uncommon longevity.

Elixir’s namesake stands as a clear metaphor for our mission – “ to provide exceptional, personal solutions that can create value for you & your family that could withstand the test of time”.

Elixir Purpose

'To provide the paramount level of financial advice in the best interest of our clients, always placing the client first.'

At Elixir, we continue to find and integrate the optimal combination of advice, service and solutions, wherever they may be, for each client’s situation.

In the endeavor to create the extraordinary service for you, we have created a community of Professional Wealth Architects whose values underlie an unwavering commitment to building and sustaining client relationships based on trust.

We offer customized financial advice, highly personalized wealth planning strategies and disciplined investment management to capture opportunity while minimizing risk.

>