Elmwood Wealth Management

Elmwood Wealth Management is a Financial Planner in Berkeley, CA, located at 2027 Fourth Street. The firm provides financial planning, investment management, tax planning, and estate planning services. Their approach starts with analyzing annual savings and spending to map out short and long-term objectives, using software tools to create scenarios for unexpected events. Services encompass retirement planning, college planning, insurance analysis, employment changes, major expenditures, small business planning, and extended family financial matters. They offer free consultations to determine if they are a good match for working together.

Elmwood was formed in the fall of 2012 by Bob Gillooly and Shannon Lemon. Bob Gillooly, CFA, serves as President. He holds a Bachelor of Arts Degree from the University of Michigan and is a past board member of the CFA Institute of San Francisco, where he served as a business mentor and volunteered for the Global Research Challenge. Bob has lectured at the Berkeley Haas School of Business and taught adult education courses in investment management throughout the Bay Area. Prior to co-founding Elmwood, he worked in wealth management. The founders recognized clients needed guidance in virtually all aspects of personal finances, beyond just investment advice.

The firm meets with clients as a team to improve advice and strengthen relationships. They utilize client reporting, tax and financial planning software, a client portal, and collaboration software to provide frequent service and manage business efficiently. They draw on experience working with hundreds of clients to help set paths and solve problems. The firm aims to help clients navigate busy lives while making the best financial decisions possible.

Elmwood Wealth Management holds a 5.00 rating based on customer reviews.

Elmwood Wealth Management helps Berkeley residents achieve their financial goals through team-based planning and personalized execution.

The firm sits on Fourth Street in Berkeley, just a short walk from the Berkeley train station and the Takara Sake Museum.

BizScoreAI gives Elmwood Wealth Management a Performance score of 80 out of 100, which reflects fast website loading that keeps visitors on the page and aids search engine ranking. The business also receives a Discoverability score of 75 out of 100, ensuring AI crawlers can find every page so the firm can be recommended by AI assistants.