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Who We Are
Our Process
Publications
Events
For Clients
Client Login
Get in touch
(847)954 - 7028
Info@harborw.com
Elliott is a Roosevelt University graduate with a degree in mathematics and a numbers enthusiast with a passion for planning. He's always found comfort in spreadsheets, his trusty calculator "Pat," and a steaming cup of coffee.
Elliott's transition from studying calculus and proofs to delving into tax and estate law was natural. His motto, "You know how to spend your money better than Uncle Sam does," reflects his dedication to reducing clients' lifetime tax burdens through honest and legal strategies.
With a decade of industry experience, Elliott's career is defined by a commitment to providing exceptional value. As a CFP®, he adheres to the highest ethical standards and fiduciary duty, putting his client's interests first. His ethos, "The value I provide should be some sort of multiple of the fee I charge," underscores his dedication to exceeding client expectations and delivering tangible results.
While he takes pride in always being available to clients, his first pride is in his son, Graham. When he's not in the office, Elliott spends time with his family and dog.