For big picture planning, there’s no place like home.
At Elk Pointe Capital, we give you a world of experience with a small town, personal approach. We offer a wide range of financial planning, insurance, and investment solutions and customize them to your specific needs. We pride ourselves on our ability to provide exceptional service and personal attention, including face-to-face meetings that allow us to better understand your unique needs. These homegrown sensibilities influence everything we do.
Some of our clients are fortunate enough to live in our beautiful High Country year round, while others call it their home away from home. Whether you’re a local or just love this locale, we can help you with organizing, strategizing, and optimizing your financial plan. We offer complex strategies and comprehensive services for individuals and businesses, from retirement plans for entrepreneurs, to estate planning for retirees, to long-term planning to help you reach your lifelong goals.