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Customer Service 888-959-5904 Please call to schedule your FINANCIAL CHECKUP
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Customer Service 888-959-5904 Please call to schedule your FINANCIAL CHECKUP
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Customer Service 888-959-5904 Please call to schedule your FINANCIAL CHECKUP
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Customer Service 888-959-5904 Please call to schedule your FINANCIAL CHECKUP
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Customer Service 888-959-5904 Please call to schedule your FINANCIAL CHECKUP

Welcome to ELLIOTT WEALTH Management Services, LLC

  
Elliott Wealth Management Services, LLC is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.  W
e offer a strong combination of experience and professional client services.
At Elliott Wealth Management Services, LLC, our clients come first so please open this brief brochure to compare our services to your current provider.
   
SOUTHINGTON, CT 06489
Phone:
  • (888) 959-5904
Fax:
  • (860) 863-4519

New Standard in Personalized Wealth Management  

Storefront Elliott Wealth Paul Mathews Chris CalandraElliott Wealth Management Services, LLC is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.

We offer a strong combination of experience and professional client services.

At Elliott Wealth Management Services, LLC our clients come first.

With the right partner, today's investment climate offers opportunities to achieve financial independence. At Elliott Wealth Management Services, LLC, our team's mission is to help our clients take advantage of those opportunities by working with them to develop:

A clear understanding of their financial goals!
A well-defined roadmap to help achieve those goals!
Ongoing advice to help adjust their strategies when their needs or market conditions change!

 

Simply Financial Podcast Listeners-CLICK HERE to order your copy of "Stretch IRAs" Concept Piece 

 

QUOTE OF THE MONTH..."Simply Financial, Elliott Wealth Management, Financial Services, wealth management, financial planning, retirement, college savings, Insurance, elliott wealth, Paul Mathews, Chris Calandra, Christopher Calandra, Portfolio Rebalancing, markets, bonds, investment strategies, stocks, Lindy Brock, mutual funds, Exchange Traded Funds, Life Insurance, Long Term Care, Annuities, financial advisor, finances, investment, inheritance, inherited, beneficiary, retire, IRA, 401k, 403b, 529, tax planning, annuity, rollover, fiduciary, mutual fund, ETF, annuities, Parady, taxable, CD, Mitchell levy, AHA guy, ann Babiarz, flashes of light, masterminds, sir john templeton, Eric Lopkin, Modern Observer, Jeffrey Sherman, Harold Buddy Hartmann, tax reform, Dollar cost averaging, Charity
Letter to our CLIENTS--With the recent movements in equity markets, we thought it best we communicate with you again.  As our recent mailings have warned, October could be a scary month for investors.  October 2018 has started as one of the worst months in nearly a decade and it came without warning.

While many financial analysts are still calling for a higher year-end finish, the equity markets are experiencing a pullback and might even realize a correction this month.

Is this abnormal behavior?

As the following chart shows, no!

Magnitude of Market Fall

Historical Frequency

-5% or more

3 times per year

-10% or more

Once per year

-15% or more

Once every two years

-20% or more

Once every 3.5 years

Source: NASDAQ.com

 

Although they can test your nerves, pull backs and corrections are a normal part of the investment cycle.  As we have discussed in prior reports, it is imperative that investors remain unemotional.  Please do not react to the media magnification of these market moves.

Our primary responsibility is to communicate with you and we still maintain our “proceed with caution” approach.  If your risk tolerance or goals have changed, or if you have any questions or concerns, please call us. As always we appreciate your confidence in our firm!

Also, if any of your friends or relatives are concerned about their wealth, please suggest they call us.

P.S. One of Warren Buffett's most famous quotes is "Be fearful when others are greedy, and be greedy only when others are fearful."

 

 

We are now producing our own PodCast Series called SIMPLY FINANCIAL with Christopher Calandra. 

You can Subscribe by following the HYPERLINKS below:

Simply Financial with Christopher Calandra Paul Mathews Elliott Wealth Management Services LLCSimply Financial with Christopher Calandra Paul Mathews Elliott Wealth Management Services LLCSimply Financial with Christopher Calandra Paul Mathews Elliott Wealth Management Services LLCSubscribe to Simply Financial with Chris Calandra on TuneIn Radio Paul Mathews

 

 

Simply Financial with Christopher Calandra Paul Mathews Elliott Wealth Management Services LLCSimply Financial with Christopher Calandra is an innovative, comprehensive, informative and cutting edge Podcast that discusses financial topics ranging from personal finance, economics, politics and personal growth. Simply Financial will cover intriguing and thought provoking questions so that the listener can simply increase their financial IQ.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

ARTICLES PUBLISHED/PRESS RELEASES - October 2018

 

Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

Higher Education: College Saving and Funding Strategies

Videos

We have interesting videos for you to watch on my site.

View Videos
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck