You Work Hard–Let Us Work For You

Plan | Invest | Protect | Relax

The Path to a Work-Optional Life

Plan | Invest | Protect | Relax

We Give You The Big Picture

Plan | Invest | Protect | Relax

Know Your Worth

Plan | Invest | Protect | Relax

Welcome to Elleverity

These days, it’s not unusual for people to have funds, investments, retirement plans, and insurance policies distributed throughout multiple institutions. At Elleverity, we understand you’re busy and that keeping track of all the pieces can be time consuming and overwhelming. At Elleverity, our mandate is to bring all the pieces of your financial puzzle together to give you your big picture in one place. We combine all the various pieces of your financial puzzle, so you can see everything at a glance and make your financial planning decisions based on complete knowledge.

Why Elleverity?

Guidance | Integrity | Protection

Guidance

No fancy jargon.

Every financial plan we develop is tailored specifically to each individual client. We consider your personal goals, your risk tolerance level, your stage of life, and your personal level of financial literacy. We use language you understand, we will guide you and educate you on your financial options, and we will help you make the choices that are in your best interest.

Protection

Because we have your best interests in mind, we only work with reputable institutions, ensure your investments are optimally protected, and that all decisions you make towards achieving your financial goals are based on presenting options with a thorough explanation and understanding of the investment & insurance vehicles available.

Integrity

We treat all our clients with the same unbiased respect and attention, regardless of the size of your portfolio, your stage of life and career, or your personal financial goals. It is in our best interests to serve your best interests, so every decision or recommendation we make is what best suits you. One of our main goals is to improve your personal financial literacy. In the end, the more you know about your financial picture, the better we have served you.

You Work Hard: Let Us work For You

Plan

Identify your goals
Develop strategies for Investments, Insurance, Retirement, Taxes, and Estate Planning
Know your entire Financial picture
Semi-annual reviews

The Path to a Work-Optional Life

Invest

Risk tolerance consideration
Investment vehicles suited to your stage of life
Work towards semi- or early retirement with the lifestyle you want
Budgeting for investments
Planning for major expenditures

We Give You The Big Picture

Protect

Life & Critical illness insurance needs
Health, Disability & Longterm care needs
Semi-annual financial health check-ups to stay on track and adjust if needed
Estate planning to leave a legacy or endowment

Know Your Worth

Relax

Big picture planning
Analysis of business and career opportunities
Work/Life balance

Contingency plans for What-If scenarios

What if I get married?

Should I consider a prenup?

What if my partner passes away prematurely?

What if I want to make a large purchase?

What if I want to retire early?

Should we combine our finances or keep them separate?

What if I separate/get divorced?

What if I want to sell my business?

What if I get offered a new job? How do I know if I should take it?

What if I want a Work-Optional Lifestyle?

Let's Talk

As seen in

Testimonials

What They Say

Zainab is an absolute pleasure to work with. She is insightful, proactive and thorough. She has the ability to listen to you, takes the time to really understand what you and your family will need and identify gaps in your financial plan that advisors before had never pointed out to me.

If you are looking for sound, practical advice to build you and your family’s financial plan for now…and the future. Book some time with her. You won’t regret it.

~Aldeen Simmonds

I’ve been working with Zainab over the last few months and I couldn’t be happier with my decision to work with her. She makes me feel like I have an accountability partner. For me, this is a long term relationship and I truly feel like I have a partner in achieving my financial goals. She has taking the time to work with me on a spending/savings/investment plan that allows me to take the next step to creating a legacy for myself based on what I want and need in my life.

~Marina Giokas

I truly appreciate Zainab’s patience and willingness to explain then explain some more, sharing her knowledge and expertise. She made me see the places that I could make beneficial changes in the management of my mother’s portfolio. And, she is helping me understand how my own money can work for me. Her focus is helping her clients make better decisions, ones that will help them reach their goals. She does this by really listening and then delving into the research.

~Shelley Foster

From the first meeting I had with Zainab C. Williams I knew I was making the right choice going with Elleverity Wealth Management. The quality of care Zainab provides as well as her knowledge and passion for providing the best service and needs for her clients is phenomenal. Any and all questions or concerns I have are answered effectively and she truly works in your best interest. I have and will continue to recommend her business to family, friends and new acquaintances who want to achieve positive financial results.

~Zabrina Cush

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