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Serving the Needs of Families

Elderberry Capital has the experience and the expertise to communicate and work with all generations of your family to pursue your financial goals through intentional wealth planning.

Our Services for You

Wealth Planning

Asset Management

Cash Flow Management

Charitable Planning

Socially Responsible Investing

Pensions & Guaranteed Income

Risk Management

Long-Term Care Planning

Wealth Transfer

Education Funding

If you’re interested in getting started, contact us today to set up a meeting to discuss your current financial picture.