Wealth Management

Personal attention by committed professionals.

ELO CPAs & Advisors | Wealth Management Services

Grow, preserve, and protect your wealth with expert advice from ELO CPAs & Advisors. We offer comprehensive planning and a wide variety of financial services to assist you in reaching your financial goals and retirement expectations.

ELO CPAs & Advisors has partnered with HK Financial Services to meet all your wealth management needs. We provide a distinct advantage to you by connecting tax planning to your financial planning to ensure all tax strategies are utilized. Whether tax-loss harvesting, tax diversification or tax savings, we work to minimize your tax exposure.

Contact Pam Olinger to learn more about these services.

Our Wealth Management Services Include:

Asset Management

  • Customized Portfolio Management
  • Separately Managed Accounts
  • Exchange Traded Funds
  • Individual Securities
  • Mutual Funds
  • Retirement Planning, Estate Planning and Insurance Planning

Brokerage Services

  • Solo-401(k), SEP & SIMPLE Plans
  • Traditional and ROTH IRAs
  • 1031 Exchange TICs
  • Real Estate Investment Trusts
  • Oil & Gas Opportunities
  • Other Alternative Investments
  • 529 Plans
  • Mutual Funds
  • Individual Securities

Advisory accounts and services are offered through HK Financial Services (HKFS), an SEC-Registered Investment Adviser. Brokerage account services for transaction-based fees are offered through ProEquities, Inc., a Registered Broker-Dealer and Member FINRA and SIPC. HKFS, ProEquities and ELO Prof. LLC are separate legal entities.

This content is being provided for informational purposes only with the understanding that neither HKFS nor ProEquities is rendering tax, legal or accounting advice. Please consult with your CPA or other appropriate advisors on all matters pertaining to legal, accounting or tax obligations and requirements.

Pam Olinger is an investment adviser representative and a supervised person with HKFS. Pam Olinger is a registered representative with ProEquities. Check the background of this and other investment professionals on FINRA's BrokerCheck and the SEC's Investment Adviser Public Disclosure (IARD).