Our Services

Services

Elkmont Wealth Management, PLLC provides financial planning services which include alternative investments, annuities, equities, fee-based managed accounts, discretionary accounts, fixed income investments, insurance, mutual funds, retirement services and trust services.

Securities offered through Cambridge Investment Research, Inc., a broker/dealer, Member FINRA/SIPC. Advisory services are through Cambridge Investment Research Advisors, Inc., a registered investment advisor. Cambridge and Elkmont Wealth Management, PLLC are not affiliated.

Clearing Firms

A clearing firm is an agency or separate corporation of a future’s exchange responsible for settling trading accounts, clearing trades, collecting and maintaining margin monies, regulating delivery and reporting trading data. Clearing firms act as third parties to all futures and options contracts – as a buyer to every clearing firm seller and a seller to every clearing firm buyer.

Cambridge utilizes National Financial Services (NFS) and Pershing as its clearing firms.

NFS – National Financial Services – a Fidelity Investment Company.

PERSHING – A BNY Mellon company.

Financial Planning

Financial plans – flat fee or hourly. Minimum one hour. Flat fee for plan will range based upon complexity.

elkmont-new-logo-15-outlineAlternative Investments

  • Managed Futures
  • Precious Metals
  • Hedge Funds
  • Real Estate Investment Trust
  • Private Investment in Equity and Debt
  • Oil and Gas Programs

Annuities

  • Fixed Annuities
  • Immediate Annuities
  • Index Annuities
  • Fee – Based Variable Annuities
  • Variable Annuities

Banking

  • FDIC Insured CDs

Equities

  • Individual Listed Equities

Fee-Based Managed Accounts                                                                         Return to Home

Discretionary Accounts

Third party money managers Separately Managed Accounts (SMA) and Unified Managed Accounts (UMA)

3D Asset Management, Advisors Asset Management (AAM), Alpha Cubed Investments, Aris Corp – Wealth Services (AWS), BNY Mellon Wealth Management, Brinker Capital, BTS Asset Management, City National Rochdale, Clark Capital Management Group (CCM), CLS Investments, LLC, CMG Capital Management Group, Frontier Asset Management, Hanlon Investment Management, Howard Capital Management, ICON Asset Management, Integrated Capital Management (ICM), ITS Asset Management, Managers Choice Advisors, Manning and Napier Advisory Advantage, Meeder Financial, Morningstar Investment Services, Niemann Capital Management, Pacific Financial Group, Portfolio Strategies, Potomac Fund Management, PTS Asset Management, SEI Advisor Network, Sowell Management Services, Stonebridge Capital, Vantage Investment Advisors, Wealth Builder Investments (WBI)

CAAP®, CMAP, Eqis Capital, Genworth Financial (Assetmark), Independent Portfolio Consultants, Lockwood Financial Services, NFS Managed Account Services (MAS), Argentus formerly Summit Alliance Investment Group

 

Fixed Income

  • Bonds – Corporate, Government, Municipal
  • Preferred Stocks

Insurance

  • Life Insurance
  • Disability Insurance
  • Long-term Care Insurance

Mutual Funds

  • Load and No-Load funds. Over 18,000 funds available.

Retirement Services

  • 401(k)s
  • Defined Benefit
  • Profit Sharing
  • SEP
  • Simple IRA

Trust Services                                                                                                          Return to Home

The Advisory Trust Company of Delaware

The Advisory Trust Company of Delaware (Advisory Trust) provides trustee, trust administration services for high net worth individuals and families. They work exclusively with professional advisors, assisting them in helping their clients achieve their financial goals by using the full range of trust strategies available under Delaware law. The advisor manages the assets in trust.

Independent Trust Company of America/Santa Fe Trust, Inc.

Independent Trust Company of America is an independent trust company offering premium personal trust administrative services while teaming with outside professional financial advisers to invest client portfolios. Unlike a traditional bank trust department or trust company, Independent Trust Company of America provides no investment management services but rather works with its investment advisor “partners.”

SEI Private Trust Company

Personal Trust Services incorporates existing SEI asset management programs currently available to your high net worth investors. SEI Private Trust Company (SPTC) serves in the capacity of directed trustee and agent for the trustee.

Charitable Trusts

Renaissance Trust Services

With over 25 year of industry-leading experience, Renaissance is the nation’s largest independent provider of charitable planning and charitable trust administration. Renaissance strives to provide world-class service in everything they do and is constantly working to expand the social capital marketplace.

Special Needs Trust

 Zia Trust, Inc.

Zia Trust offers trustee services only, focusing in the area of special needs trusts. Zia Trust honors and protects the relationship clients have with their advisor and works alongside you to provide quality trustee services. Zia Trust is an independent corporate trustee dedicated fully to serving advisors and their clients.

 

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