Bringing the pieces of your financial life together with a plan made just for you

Financial Planning is about more than just
good advice or investment returns, it’s about
providing guidance you can trust.

“

Steve McCroskey

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 

1

We start with a personal in-depth interview to discover who you are as an investor and a human being.

2

We then analyze your assets, liabilities cash flow and develop recommendations. 

3

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.

GET IN CONTACT

Chris J. Held, CFP®

Cortland L. Golightly

Roy C. Jerrolds

Chris Dominguez

Tiffany J. Shaver

Holly Dirks

Ryan Chand

 

1211 Newell Ave. Suite 120, Walnut Creek, CA 94596

ELEMENTS OF WEALTH

MEET OUR TEAM

Chris J. Held CFP®, CRPS®

Managing Partner, Private Wealth Advisor

Cortland L. Golightly

Managing Partner, Private Wealth Advisor

Tiffany J. Shaver

Director of Client Services