Our Approach

At Element Wealth Management, it comes down to understanding our clients — what they want to accomplish and why they want to accomplish it. We begin by helping clients answer the two elemental questions of their wealth:

  • WHAT DOES MY FINANCIAL FUTURE LOOK LIKE?
  • DO I HAVE ANY BLIND SPOTS?

By looking at our clients’ financial goals and aspirations, we develop a strong financial plan that addresses and identifies the answers to these questions.

MAKE A PLAN

Putting the Pieces Together

Stephen Covey said, “begin with the end in mind.” We start every client relationship with our holistic financial planning process, which allows us to first understand and uncover our clients’ goals and dreams. But we don’t stop there… In order to make successful recommendations, we also take a look at a client’s available resources and risk tolerance to ensure we understand how they think about their wealth and goals.

RECOMMEND STRATEGIES

Providing Customized Answers

After in-depth analysis, we present a focused plan and our recommendations to help make your goals become a reality. While the answers are different for each client, the process we use to arrive at the best solution never waivers: Client Goals + Analysis = Recommended Strategies.

INVESTMENT PROCESS

Returns to Drive Your Plan

While no investment professional can guarantee results, we’ve found that having a sound process is the key to successful investment management. We have developed a process that is flexible and uses market indicators for managing client portfolios. We discuss these indicators—along with several independent sources of research—during weekly investment meetings. We see changes taking place in the markets and are proactive to manage risk and seek returns for our clients.

IMPLEMENTATION & CLIENT SERVICE

Long-Term Relationships Matter

On-going communication and monitoring helps ensure we are making progress towards your goals—it’s the bedrock of a successful relationship. Whether we are calling to update you on volatile markets, reviewing your financial plan or managing your cash flow during retirement, we are always there to guide you along the way.