VerifiedFinancial Services

Element Wealth Management

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. We start with a personal in-depth interview to discover who you are as an investor and a human being. We then analyze your assets, liabilities and cash flow and develop recommendations. 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. Chris J. Held and Cortland L. Golightly are Registered Representatives with, and securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, MN, NV, NY, OH, OR, TN, TX, WA, WI. CA Insurance Lic #0E56816 �G20453 Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

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HeadquartersWalnut Creek, United StatesEmployees6(1 to 10)Websiteelementwealthmanagement.comLinkedIn profileLinkedIn

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6

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Monthly traffic

24

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Top roles at Element Wealth Management

1 distinct titles indexed · top 1 shown.

  • 1client services associate

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