Securing Your Financial Future with Expert Guidance
Eliyahu Shweky provides exceptional financial services to help businesses and individuals achieve their monetary goals effectively.
- Personalized financial strategies
- Comprehensive wealth management
- Expert financial consultation
Our Vision & Mission
We're dedicated to transforming financial opportunities through innovative wealth management solutions and strategic expertise that drive sustainable growth.
Wealth Management
Providing comprehensive financial planning and investment strategies tailored to your unique goals and objectives.
Growth
Facilitating sustainable financial expansion through strategic planning and calculated investment decisions.
Trust
Upholding the highest standards of financial ethics, transparency and accountability in all our services.
Partnership
Working alongside our clients as trusted financial partners to achieve mutual growth and shared success.
Serving Brooklyn & Beyond Since 2014
Located in the heart of Brooklyn, Eliyahu Shweky has been providing reliable financial solutions to businesses and individuals throughout New York. Our expertise in wealth management and financial services has helped countless clients achieve their goals.
Our growth in numbers
Eliyahu Shweky has consistently delivered exceptional financial results for our clients. Our track record speaks to our commitment to excellence and client satisfaction in the financial services industry.
Satisfied Clients
Financial Solutions
Support Hours
Financial Experts
Services
Comprehensive financial solutions tailored to meet your unique wealth management requirements and financial objectives
Financial Expertise
Wealth Solutions We Provide
Our team delivers cutting-edge financial strategies to help you achieve your wealth goals. Discover how our tailored financial services can benefit your future.
Investment Management
We offer customized investment strategies and portfolio management to help you grow your wealth and achieve long-term financial security.
Retirement Planning
Comprehensive retirement strategies to ensure financial security during your golden years with optimized tax efficiency and growth potential.
Financial Consulting
We analyze your financial data to provide actionable insights, helping you make informed decisions for sustainable wealth growth.
Estate Planning
Strategic estate planning services to protect your legacy and ensure your assets are distributed according to your wishes.
Testimonials
Hear what our clients say about their experience with Eliyahu Shweky financial services
Eliyahu Shweky helped us develop a comprehensive retirement plan that gave us complete peace of mind. The personalized approach and attention to detail were exceptional.
Michael Anderson
Retired Business OwnerThe investment management strategy provided by Eliyahu Shweky has significantly grown our portfolio while maintaining our risk tolerance. Professional service with outstanding results.
Sophia Martinez
Investment ClientExceptional estate planning services that protected our family's future. Eliyahu's expertise in financial planning gave us confidence in our legacy planning decisions.
David Wilson
Estate Planning ClientProfessional, reliable, and highly knowledgeable. The financial consultation helped us restructure our investments for better growth and tax efficiency.
Emily Johnson
Wealth Management ClientEliyahu Shweky made complex financial concepts easy to understand. Their retirement planning service gave us a clear path to financial security.
Olivia Thompson
Retirement Planning ClientThe financial consulting services provided invaluable insights into our investment strategy. Eliyahu Shweky truly cares about their clients' long-term financial success.
James Taylor
Financial Consulting ClientHow We Work
Our streamlined process ensures personalized financial solutions for your unique needs
Initial Consultation
We begin with a comprehensive discussion about your financial goals, current situation, and future aspirations to understand your unique needs.
Financial Assessment
We analyze your complete financial picture including assets, liabilities, income, and expenses to create a customized wealth management strategy.
Strategy Development
We present a detailed financial plan with clear recommendations and implementation steps tailored to achieve your specific objectives.
Ongoing Management
We provide continuous monitoring, regular reviews, and adjustments to ensure your financial plan remains aligned with your evolving goals.
Frequently Asked Questions
Common questions about our financial services and wealth management solutions
1 What types of clients do you work with?
Eliyahu Shweky works with individuals, families, and business owners across various financial situations. We specialize in retirement planning, investment management, estate planning, and comprehensive wealth management for clients at different life stages.
2 How do you charge for your services?
We offer transparent fee structures based on the services provided. This may include asset-based fees, hourly consulting rates, or fixed project fees. All costs are clearly outlined during our initial consultation before any services begin.
We believe in complete transparency and will help you understand exactly what you're paying for and why.
3 What makes your approach to financial planning unique?
Our approach is personalized, comprehensive, and focused on long-term relationships. We take the time to understand your unique goals, values, and concerns, creating customized strategies that align with your specific financial objectives and risk tolerance.
We emphasize education and collaboration, ensuring you're actively involved in and comfortable with every decision.
1 What investment management services do you offer?
We provide comprehensive investment management including portfolio construction, asset allocation, risk assessment, and ongoing performance monitoring. Our strategies are tailored to your specific goals, time horizon, and risk tolerance.
2 Do you provide retirement planning for all age groups?
Yes, we work with clients at all stages of their retirement journey - from young professionals just starting to save to retirees managing their distribution strategies. Our retirement planning is customized to your specific timeline and goals.
Whether you're 30 years from retirement or already retired, we can help optimize your strategy.
3 What estate planning services are included?
Our estate planning services include will and trust planning, beneficiary designations, legacy planning, and coordination with legal professionals. We help ensure your assets are protected and distributed according to your wishes while minimizing tax implications.
1 How often will we meet to review my financial plan?
We typically schedule quarterly or semi-annual reviews, depending on your needs and preferences. Additionally, we're available for ad-hoc consultations whenever your financial situation changes or you have questions about your strategy.
Regular communication ensures your plan remains current with your life circumstances and market conditions.
2 Do you provide ongoing financial education?
Yes, we believe educated clients make better financial decisions. We provide regular educational resources, market updates, and personalized guidance to help you understand your investments and financial strategies.
3 Can I access my financial information online?
Absolutely! We provide secure online access to your financial dashboard where you can monitor your portfolio performance, review documents, and track progress toward your goals 24/7.
Our technology platform ensures you have real-time visibility into your financial situation whenever you need it.
Still have questions? We're here to help!
Contact Our TeamTeam
Meet our experienced financial professionals dedicated to your success
Meet Our Financial Experts
Our team of seasoned financial professionals brings decades of combined experience in wealth management, investment strategies, and financial planning to help you achieve your financial goals.
Eliyahu Shweky
Financial Advisor & FounderOver 15 years of experience in wealth management and financial planning. Eliyahu specializes in creating personalized strategies for retirement, investments, and estate planning.
Sophia Reynolds
Investment SpecialistSophia brings 12 years of expertise in portfolio management and investment strategies, helping clients grow their wealth while managing risk effectively.
Daniel Chen
Retirement Planning ExpertDaniel focuses on comprehensive retirement strategies, ensuring clients can maintain their desired lifestyle throughout their retirement years with confidence.
Olivia Thompson
Financial AnalystWith her keen analytical skills, Olivia evaluates market conditions and financial data to recommend optimal investment opportunities and wealth preservation strategies.
Jason Parker
Client Relations SpecialistJason ensures exceptional client service throughout the financial planning process, providing clear communication and ongoing support for all your financial needs.