Elliott Wealth Management Services, LLC

Elliott Wealth Management Services, LLC Elliott Wealth Management Services, LLC is a full-service financial firm committed to helping people pursue their financial goals.

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Investments in securities involve risk, including the potential loss of principal invested. This communication is intended for individuals residing in the states of:
CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, MD, ME, MI, NC, NH, NJ, NV, NY, OH, PA, RI, SC, TX, VA, VT, WI

No offers may be made or accepted from any resident outside the specific state(s) referenced. The site

may contain links to articles or other information that are contained on a third party website. Osaic Wealth does not endorse or accept responsibility for the content, or the use, of the web site. Osaic Wealth assumes no liability for any inaccuracies, errors or omissions in or from any data or other information provided on the pages. Investments in securities involve risk, including the potential loss of principal. Past performance is not a guarantee of future results. Neither the information nor any opinion expressed herein constitutes a solicitation for the purchase or sale of any securities, and should not be relied on as financial advice. Securities related services may not be available in all states. Please visit our website or contact our offices for details. We do not provide customer service, handle any specific customer account inquiries, or enable financial transactions through any social media site. Should any client have questions or concerns that are specific to their account(s), please contact our office directly. The site may contain links to information contained on a third party website. We do not endorse or accept responsibility for the content of any third party web site, and are not affiliated with any social media website. We do not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by third parties on social media sites. “Likes”, “Favorites” and comments should not be considered a reflection of client experiences or future performance. “Likes” and “Retweets” should not be considered an endorsement or recommendation of any security, company or individual. IMPORTANT: We do not provide customer service or enable financial transactions through this site. Should any client of the firm have questions or concerns that are specific to their account(s), please contact your financial advisor directly. You should never post personal, account or transaction information anywhere on this site. For customer inquiries, please call (888)-276-5811(888)-276-5811 FREE. Securities and advisory services through Osaic Wealth Inc., member FINRA, SIPC. Insurance services offered through Elliott Wealth Management, LLC., not affiliated with Osaic Wealth. This communication is strictly intended for individuals residing in the states of CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, MD, ME, MI, NC, NH, NJ, NV, NY, OH, PA, RI, SC, TX, VA, VT, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.

One thing   people have in common are   that they set for themselves & work hard to   them. Here are 8 tips that will he...
09/01/2026

One thing people have in common are that they set for themselves & work hard to them. Here are 8 tips that will help you know how set your goals & how to set yourself up to them! Listen here: https://youtu.be/TN5538RSSfg

As   draws near, life can get complex. That’s why it’s so important to learn how to   as much as you can, especially whe...
08/18/2026

As draws near, life can get complex. That’s why it’s so important to learn how to as much as you can, especially when your are involved. Learn what you can do to simplify your financial life here: https://youtu.be/OSQ6PhBtGbg

August’s quote of the month is from American investor and former CEO of Berkshire Hathaway, Warren Buffett: “You can’t d...
08/13/2026

August’s quote of the month is from American investor and former CEO of Berkshire Hathaway, Warren Buffett: “You can’t do a good deal with a bad person.”

Custodial Roth IRAs can be a powerful way to help children start saving at an early age. Listen to learn how these accou...
08/11/2026

Custodial Roth IRAs can be a powerful way to help children start saving at an early age. Listen to learn how these accounts could be a good strategy to start building wealth early: https://youtu.be/vAd_5kOfbeg

Did you know unused 529 plan money may not have to go to waste? We break down the rules for rolling 529 plan assets into...
08/04/2026

Did you know unused 529 plan money may not have to go to waste? We break down the rules for rolling 529 plan assets into a Roth IRA and explain who qualifies, what the limits are, and how this strategy could benefit long-term financial planning: https://youtu.be/6_T1HazhXb4

Looking wealthy and being wealthy are not the same thing. Listen to this cautionary tale so you don’t fall into this fin...
07/28/2026

Looking wealthy and being wealthy are not the same thing. Listen to this cautionary tale so you don’t fall into this financial trap: https://youtu.be/PeDvyrzl48k

What is the right card to use & when? The answer can be found by looking at the major differences between using a credit...
07/21/2026

What is the right card to use & when? The answer can be found by looking at the major differences between using a credit card & a debit card: https://youtu.be/_t0ckCSmUD4

July’s quote of the month is from American entrepreneur and best-selling author, Gary W. Keller: "Multi-tasking is merel...
07/16/2026

July’s quote of the month is from American entrepreneur and best-selling author, Gary W. Keller: "Multi-tasking is merely the opportunity to screw up more than one thing at a time."

Address

16910 S US Highway 441 Baylee Plaza Suite 203
Summerfield, FL
34491

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 12:30pm

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