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Comprehensive Family Wealth Management

Busy lifestyles and multiple priorities make successful investing more challenging than ever. In today's complex and ever changing financial marketplace, it is important to take a comprehensive approach to preparing for your financial future.

Who are we? 

Elliott and Associates Wealth Advisors, Inc. is made up of a team of  Duffy Elliott and Curt Coulombe who are Registered  Representatives of Cetera Advisors.

What do we do?

Working with one family at a time, we keep the client's best interest as our central focus with customized solutions by designing, implementing, updating and monitoring a comprehensive financial strategy to help the client achieve their goals.

Do you have questions about Social Security?


Cetera Advisors does not provide tax advice. Please contact your tax advisor for guidance on your particular situation.

Helpful Content

All Muni Bonds Are Not Created Equal

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

Tax Rules When Selling Your Home

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."