Element Wealth Management was founded with a simple philosophy; to bring the pieces of your financial life together by creating a plan that’s all about you. We start with a personal in-depth interview to discover who you are as an investor and a human being. We then analyze your assets, liabilities and cash flow and develop recommendations. The last step is to put your plan in motion. Once you have your plan, we will continue to provide ongoing support and help as long as you need.
Chris J. Held and Cortland L. Golightly are Registered Representatives with, and securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, MN, NV, NY, OH, OR, TN, TX, WA, WI.
CA Insurance Lic #0E56816 & #0G20453
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Company Details
- Employees
- 7
- Address
- 1211 Newell Ave,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.elementwm.com
- Keywords
- Retirement Planning, Estate and Trust Planning, Divorce Planning, Small Business 401(k) plans, Pension Plans, Guided Wealth Portfolios, 529 Plans, UTMAs, Educational IRAs, Mutual Funds, ETFs, Unit Investment Trusts (UITs), REITS, Options, Individual Stock, Structured Products, Universal Life Insurance, Term-Life, ILITS, Long-Term Care, 401(k), 403(b), TSP, IRA, ROTH, 401K Distribution Options.
- HQ
- Walnut Creek, CA - California
- Competitors
- Peter Pan Foundation, Zewa Medical Technology, Alpha Beta Gamma Chi Gamma Chapter at Mount Wachusett Community College, Alpha Beta Gamma Business Honors Society- Alpha Tau, Pottery Barn, Value Culture, Mercer Partners, Element Wealth, A Ross & Yerger Company, DVC Wealth Management Club, Timeout Hoops.
Element Wealth Management Questions
Element Wealth Management's website is http://www.elementwm.com
Element Wealth Management's LinkedIn profile is https://www.linkedin.com/company/elementwm
Element Wealth Management has
7 employees.
View email and phone details for 7
employees at Element Wealth Management.
Element Wealth Management's industry is
Financial Services
Element Wealth Management's top competitors are
Peter Pan Foundation,
Zewa Medical Technology,
Alpha Beta Gamma Chi Gamma Chapter At Mount Wachusett Community College,
Alpha Beta Gamma Business Honors Society- Alpha Tau,
Pottery Barn,
Value Culture,
Mercer Partners,
Element Wealth, A Ross & Yerger Company,
Dvc Wealth Management Club,
Timeout Hoops.
Element Wealth Management's categories are Financial Services
