The Elekto Wealth Advisory Group

New York, NY

Set for life. As defined by you.

The Elekto Wealth Advisory Group

New York, NY

The Elekto Wealth Advisory Group

New York, NY

The Elekto Wealth Advisory Group

New York, NY

The Elekto Wealth Advisory Group

New York, NY

Set for life. As defined by you. Ultimately, you want something money cannot buy; inner peace and the sense of financial security that comes from crossing your T’s, dotting your I’s and living your life in alignment with your highest values on your terms.

Why financial planning? Empowering Choice

Most people see a financial plan as an exercise in crunching numbers. To me, it is much, much more.

It’s one of those intangible processes in life, created by a wonderful alchemy of financial facts mixed with humanity, that make it come alive. And, to think, I’m referring to money! My process will take you from a conversation to finding purpose and fulfillment, financially and otherwise.

1. Let’s Talk: Everything begins from a conversation.
Together, we’ll explore your current situation, issues being faced, the landscape you are in and where you wish to go. This first phase enables greater awareness.

2. Open Understanding: The importance of discovering together
Once we have an idea of your situation, we can start delving into the discovery phase – to gain a greater understanding of where you are and where you want to get to, what’s in the way and how we’ll overcome these.

3. The Right Approach: Creating clarity, building structure:
We pull together our findings and insights. This allows us to formulate a personalized brief for the best approach, and options for you now and into the future. We design the best solutions for you; utilizing our expertise and services to provide an interconnected and holistic approach .

4. Your Life: Open up your world of possibility
This is where we unlock the potential of choices and freedom for you. You’ll be doing better, being better and feeling better in all aspects of your life. We provide the gateway to a life you want.

5. Fulfillment: Achieving confidence and clarity
Ultimately, you want something money cannot buy; inner peace and financial security that comes from crossing your T’s, dotting your I’s and living your life in alignment with your highest values on your terms. We stay with you every step of the way. So often the starting point for our clients is being in the thick of trying to balance hectic lives and rewarding careers with the commitment and pleasures of family. They are busy trying doing it all. We help to press pause and ask the important questions.

Recent Insight

Meet our Team

Michelle Begina, CFP®, CIMA®, RICP®

Senior Partner, Managing Director

A pair of Converse Chuck Taylor sneakers hang in Michelle’s office as homage to her grandparents, John andMary. Part of the greatest generation, they never earned more than $10,000 annually and worked for over forty years at a Converse factory–her grandfather making the rubber soles and grandmother stitching the canvas. While they worked they built and paid for a custom home, took dream vacations once every third year and created a retirement nest egg, supplemented by pensions and Social Security, to live out their retirement dreams.

Michelle’s early family lessons together with years of professional experience informs her practice today. She understands the interplay between client values, resources and choice with decision making and behavioral finance; making for a unique, tailored client experience–and better outcomes.

About Michelle:
• CFP®, CIMA®, RICP® and received a Professional Certification in Financial Therapy from Kansas State UniversityGraduate School of Human Ecology.
• Recognized as a 2001 and 2002 “250 Best Financial Advisor” by Worth Magazine
• Served as Board Member of the Bergen County YWCA and is a founding member of Women United inPhilanthropy
• Resides in Wyckoff, NJ with her husband and two sons and is an avid photographer

Recent Publications:
Wall Street Journal profile, December 2017: Managing Wealth—and Client Emotions
Journal of Financial Planning, March 2018:
https://www.onefpa.org/journal/Pages/MAR18-Identify-and-Understand-Clients-Money-Scripts-A-Framework-for-Using-the-KMSI-R.aspx

Wealthmanagement.com, May 2018:
Married, Female Professional, Out-Earning Spouse; Seeks Support Group

Dominick Molinari

Registered Client Relationship Manager

Since joining The Begina Group in 2018, Dominick has delivered on the group’s mission of providing clients with superior wealth management and 401(k) analysis through friendly and focused conversations to develop effective goals-based strategies for each client.

Dominick runs all operations for the group and is integral to the team’s portfolio-building efforts–incorporatingSnowden Lane Partner’s exceptional research into customized, goals-based investment strategies for each client.

Prior to Snowden Lane, Dominick was a Registered Client Associate at Merrill Lynch Wealth Management for 3years. A graduate of University of Miami, Dominick holds a Bachelor of Science in Business Administration inFinance with a Minor in Economics, and the Series 7 and 66 licenses.

Press

The Elekto Wealth Advisory Group

540 Madison Avenue
9th Floor
New York, NY 10022

(646) 218-9280