Element is a full-service wealth management firm that has a team of highly specialized experts. The whole team applies their intellectual capital, financial acumen and extensive resources, knowledge and experience to develop strategies that address each client's unique set of financial circumstances. This helps ensure that clients benefit from the individual and collective experience of our associates.
Our consultative approach is free of pre-conceived notions about what clients may need or want. Clients share with us their hopes and dreams. We listen to our clients and learn about what works and doesn't work for them. We take into consideration the whole person and the entirety of their circumstances. Then, and only then, are strategies developed and recommendations made.
Once a plan is in place, we watch over it. We keep the client's objectives in sight and aggressively monitor performance of each important component to the financial picture.
In addition, our innovative technology platform - the Element Financial Office - gives clients a deep understanding of their financial plan and access to resources at any time day or night.