WE’RE HERE TO HELP

Our Address

1211 Newell Ave. Suite 120
Walnut Creek, CA 94596

 

Our Contacts

Chris J. Held, CFP®

Cortland L. Golightly

Roy C. Jerrolds

Chris Dominguez

Tiffany J. Shaver

Holly Dirks

Ryan Chand

DROP US A MESSAGE AND WE’LL GET BACK TO YOU.

Investing involves risk, including possible loss of principal.

Element Wealth Management and LPL Financial do not provide legal advice or tax services. Please consult your legal advisor or tax advisor regarding your specific situation.

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