Bringing the pieces of your financial life together.
Element Wealth Management is an independent firm in Walnut Creek, California, serving individuals, families, and businesses across the East Bay.
An independent firm in Walnut Creek.
“It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.”
An independent firm, working in your interest.
Element is an independent firm, so our advice isn't tied to any one company's products.
Your interests first and always.
We're a local firm and meet with clients personally and via Zoom.
We coordinate with your CPA, attorney, and other professionals so the pieces of your financial life work together.
How we work with you.
We get to know you, build a plan, put it into action, and review it with you over time.
See the full process →We start by getting to know you, your goals, and your full financial picture.
We build a personalized plan across your investments, retirement, taxes, insurance, and estate, and walk you through it.
We put the plan into action, opening accounts, transferring assets, and handling the paperwork.
We meet with you over time to keep the plan aligned with your life and the markets.
The people behind Element.
Let’s work together.
Interested in working together? Reach out and we’ll be in touch shortly.
Walnut Creek, CA 94596