John Elliott Wealth Management LLC
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About
John Elliott Wealth Management LLC provides integrated wealth management services, including investment advisory, financial planning, tax-efficient asset and account strategy, and estate planning tailored to clients’ objectives, time horizons, risk tolerances, and liquidity needs. The brochure describes a client focus on individuals and families (typically with $1,000,000 or more in investable assets) as well as related trusts and estates.
The firm manages actively built, long-term equity portfolios in house, using a blend of fundamental and technical analysis and occasionally employing covered-call writing as a conservative overlay; it does not rely on third‑party asset managers or proprietary investment products. Relationships may be discretionary or non-discretionary, and the firm may also provide standalone financial planning or fixed‑ or hourly‑fee consulting engagements.
Noteworthy distinctions cited in the brochure include the principal’s prior operation of a multi‑generation family office and ongoing advisory work for large insurance‑sector clients (described as two Fortune 100 insurance engagements), indicating experience with complex private and institutional relationships that many peers do not report. The firm also states it does not take custody of client assets, does not vote proxies on clients’ behalf, and emphasizes founder‑led, one‑on‑one portfolio oversight rather than delegated management.
Client services
Expertise
Fee options
Fixed fees for standalone financial planning or consulting services as agreed
Hourly fees for standalone financial planning or consulting services as agreed
Account minimum: $1,000,000 Fee-only: Asset-based fees up to 2.5% annually, negotiable depending on scope, complexity, and account size; fixed or hourly fees for standalone financial planning or consulting services by agreement
Main office
New London NH
Advisors at this office
1
Most active in
New Hampshire
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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