WE ARE IGNITING PASSION CREATING WEALTH RESTORING DREAMS CHANGING LIVES PEOPLE OVER PROFIT

At Kirk Elliott PhD Private Advisors we partner with you in creating a legacy. Our purpose is to understand your dreams, desires, and goals so we can design a strategy of intergenerational asset transfer that will create a legacy. Through this process we will take advantage of the trends so they don’t take advantage of us.

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WHO WE ARE

WE DESIGN AND IMPLEMENT STRATEGIES FOR PROTECTION AND GROWTH.

01. EDUCATE

At Kirk Elliott PhD Private Advisors, we partner with you in creating a legacy.  Our goal is to understand your dreams, desires, and goals so we can design a strategy of intergenerational asset transfer that will do just that–create a legacy.  Through this process we will take advantage of the trends instead of the trends taking advantage of us. In doing this, we create wealth that will not only impact this generation but future generations and create capital that can be culture changing when used properly.

02. EMPOWER

Education takes a front seat giving you the confidence to act.  There is no such thing as a bad investment, just bad timing for investments as there is a time and place for everything.

Understanding WHY certain events happen will allow you to make wise decisions.  Our commitment to you is to pass on any knowledge we have so you can act with courage, boldness, wisdom, discernment and creativity as we navigate this minefield of an economy together.

03. EQUIP

Everyone is different.  Lifestage planning, goals, family circumstances, or logistical issues can limit or multiply the options available for your protection strategy.  The tools we can utilize include:  Wealth management options in traditional asset classes, tangible asset portfolios, domestic and international storage options for your hard assets, and tangible asset IRAs as well as income generating assets to provide cashflow.

04. ENGAGE

This is where our relationship begins–not ends.  We continue to empower you by adding to your knowledge about the events that shape the world around us.  This will give you peace of mind.  Our goal is to help you manage your hard earned assets and then through intergenerational asset transfer help the next generation steward those assets well.  To whom much is given much is required.  This is our calling and through this partnership we hope to create a legacy that will last for generations to come.

27

YEARS OF EXPERIENCE

 

 

OUR POWER IN NUMBERS

1
COUNTRIES
1
LIFETIME CLIENTS
1
YEARS OF EXPERIENCE
$ 1 M
ASSETS SAFEGUARDED

MEDIA APPEARANCES

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LOOK WHO'S TALKIN'. . .

Kirk's brilliance is only matched by his integrity and sincerity. I appreciate the opportunities I have been given to learn from his business expertise.
Josiah Oelerich-ValenciaBUSINESS OWNER
Josiah Oelerich-Valencia
I first heard Dr. Elliott speak over 4 years ago. All I can say is “Wow”! Dr. Elliott’s knowledge and insight into the fragility of our national and world economies is amazing. I was so impressed with Dr. Elliott’s grasp on our nation’s economic, moral, and spiritual condition that I invited him to speak at our company’s events. As a man of integrity who has a contagious passion for people, Dr. Elliott is a true pleasure to work with. He will assess your unique situation and offer solid advice to help you reach your financial goals. Dr. Elliott has my highest recommendation!
Dr. Ken EldredFOUNDER, ARIBA TECHNOLOGIES
Dr. Ken Eldred
I had the great honor to meet Dr. Kirk Elliott and found him to be extremely knowledgeable on the key issues impacting the U.S. economy. He has both a historical and realistic perspective of how economic system work to help and harm America. I consider Dr. Elliott a patriot who has the best interests of every American at heart.
Dr. Richard SwierDOCTOR
Dr. Richard Swier
We’ve had the pleasure of knowing Dr. Kirk Elliott since 2010 on both a personal and professional level. He is one of the most intelligent and trustworthy people we know. Dr. Elliott is an astute leader with a strong business acumen. He also has keen insight with the ability to envision what an individual or an organization should do to bring about a more profitable, successful future.
Jim and Jenanne JenkinsLAWYER AND NON-PROFIT EXECUTIVE
Jim and Jenanne Jenkins
My relationship with Dr. Elliott covers more than 20 years. I have never been disappointed in his integrity and motivation to serve. He brings to the table education in the world of finance coupled with extensive experience. On a personal level, I have enjoyed his proactive approach to life and difficult situations.
Dan and LaVonne VagleRETIRED NON-PROFIT EXECUTIVE
Dan and LaVonne Vagle
I first heard Dr. Elliott speak over 4 years ago. All I can say is “Wow”! Dr. Elliott’s knowledge and insight into the fragility of our national and world economies is amazing. I was so impressed with Dr. Elliott’s grasp on our nation’s economic, moral, and spiritual condition that I invited him to speak at our company’s events. As a man of integrity who has a contagious passion for people, Dr. Elliott is a true pleasure to work with.
Cindy ThompsonBUSINESS OWNER
Cindy Thompson
I've known kirk for 4 years now and I have invested with kirk and the insight I've gotten that has helped changed my perspective personally and has hugely benefited my life in areas of my career and business as well. You can always tell when you're connected to the right individual, The WRONG one diminishes and the RIGHT one enhances. He has definitely enhanced my life in many ares and I am so grateful!
Herschel PetersMEDIA EXECUTIVE
Herschel Peters
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