Trust and Asset Management

Trust and asset management is a crucial step in effective financial planning, serving as a foundation for optimizing resources and ensuring long-term financial stability. At ELANA Financial, we believe that strategic wealth management should be a priority. With our expertise in trust and asset management, we provide our clients with guidance when navigating their financial goals and objectives. 

We understand that every client has unique financial goals in mind. Whether you’re planning for retirement, saving for your children’s education, or allocating your funds to family, ELANA Financial’s skilled team of certified financial planners will develop tailored strategies that align with your unique situation. By putting your needs and priorities at the forefront, we will design a customized asset management plan in order to optimize your wealth and achieve your long-term financial goals. 

As a skilled Certified Financial Planner and Investment Advisor Representative at Amicus Financial Advisors, and founder of ELANA, Joe Di Gangi brings 30 years of experience and knowledge of wealth management to the team. The entire ELANA team is here to provide personalized financial guidance to our clients when it comes to making informed decisions about their finances and assets. 

Schedule a Financial Consultation Today 

Book a Consultation with ELANA Financial and Settlement Architects today! Our team of experienced financial advisors are here to provide you with the guidance and support necessary when it comes to financial planning.