Our Services

At Element Wealth Management, we believe client relationships and passionate advice drive successful financial plans. Our advisors are dedicated to providing client-centered, relationship-based wealth management services to individuals, families and businesses. We offer the sophisticated solutions of a big city firm with all the elements of small town charm.

FINANCIAL PLANNING

Putting the Pieces Together

Planning for the future can seem daunting. We help you put the pieces together to form a cohesive financial plan that you can count on.

  • Retirement Planning
  • Education Planning
  • Insurance Planning
  • Estate Planning
  • Tax Planning
  • Financing Strategies

INVESTMENT services

A Multi-Faceted Approach

We use a multitude of investment instruments, tailored to your individual financial goals.

  • Portfolio Management
  • Brokerage Accounts
  • Individual Retirement Accounts (IRAs)
  • 529 College Savings Accounts
  • Mutual Funds
  • Exchange Traded Funds
  • Individual Equities
  • Individual Bonds
  • Certificate of Deposits (CDs)
  • Options
  • Alternative Investments
  • Hedge Funds
  • Structured Products
  • Fixed & Variable Annuities

INSURANCE & RISK MANAGEMENT

Planning for the Future

It’s important to be prepared for life’s surprises. We help you plan ahead so that you and your loved ones are taken care of.

  • Whole Life Insurance
  • Term Life Insurance
  • Universal Life Insurance
  • Disability Insurance
  • Long Term Care Insurance

BUSINESS PLANNING

Getting Down to Business

In addition to providing financial planning services to individuals, we work with businesses and business owners to provide additional financial support and guidance.

  • Business Retirement Plans
  • 401(k) Plans
  • Profit Sharing Plans
  • Defined Benefit, Defined Contribution Plans
  • Buy/Sell Planning
  • Cash Management
  • Business Succession Planning
  • Collateralized Lending Planning

LPL PRIVATE CLIENT GROUP

Exclusive Expertise

Element Wealth Management is proud to work with LPL Private Client Group to offer financial planning services for high-networth individuals and businesses. Specialized experts offer advice
and implementation strategies across the spectrum of wealth management needs.

  • Comprehensive Financial Planning
  • Advanced Estate Planning
  • Investment Consulting
  • Advanced Portfolio and Investment Analytics
  • Tax-Sensitive Investing
  • Alternative Investments
  • Trust Services*
  • Foundation and Endowments
  • Single Stock Risk Management
  • Executive Compensation
  • Business Exit Planning
  • Financial Windfall Planning
  • Insurance Planning

    *LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.