David Elefant Wealth Management Group Employee Directory

Financial ServicesNew Jersey, United States0-1 Employees

David Elefant Wealth Management Group is a financial services practice based in Rockaway, New Jersey. With more than 50 years of ongoing service, the firm focuses on helping individuals and families navigate financial and tax-related decisions through a holistic, multi-disciplinary approach. As a very small operation, it emphasizes providing personalized advisory support to address complex financial situations amid a changing economy and evolving tax landscape.

Its services span investment management, individual and business tax matters, retirement and estate planning, and risk management. Securities and advisory services are offered through Commonwealth Financial Network, a FINRA/SIPC member and registered investment adviser; tax services are provided by Garden State Income Tax Services, LLC and are independent of Commonwealth. Fixed insurance products and services are available through CES Insurance Agency or the David Elefant Wealth Management Group. Communications are directed to residents within a defined set of states, including New Jersey.

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