Our Qualifications

ELE Wealth Management has been in the wealth management/retirement planning industry since 2001. We have proudly served the public and private sectors. We have presented seminars for various government agencies on the topics of CSRS and FERS Government Employee Benefit Plans, as well as some of America’s Fortune 500 companies on the topic of retirement.

ELE Wealth Management’s decision to specialize in retirement has been at the forefront of our vision and mission for over a decade.

  • Our Vision is to be a guiding light for our community and nation. To set an example for others that might cause them to be inspired to do likewise. To always remember that ‘wealth is our legacy…pass it on!
  • Our Mission is to help someone retire each day with a smile on his or her face. To be the best wealth management company on the planet.

Some of the larger government agencies we have presented to include the U.S. Postal Service, the U.S. Army, the U.S. Department of Housing and Urban Development, the U.S. Department of Labor, and the U.S. Department of Treasury.

Some of the larger public corporations we have presented to include AT&T, Ford, General Motors, Chrysler, and Hewlett-Packard.