Element Wealth Management

Element Wealth Management is a Financial Planner in Walnut, CA. The firm serves individuals, families, and businesses across the East Bay, with a primary base in Walnut Creek, California. It provides independent wealth management, financial planning, and retirement strategy. The team coordinates with clients’ CPAs and attorneys to align tax and legal aspects of their financial lives. Element Wealth Management holds a rating of 5.00 based on customer reviews.

The firm operates as an independent advisory practice, meaning its advice is not tied to any single company’s products. Advisors meet with clients personally or via Zoom to build personalized plans across investments, retirement, taxes, insurance, and estate matters. The process begins by understanding the client’s goals and full financial picture, followed by implementing the plan through account opening and asset transfers. Ongoing reviews keep the strategy aligned with life changes and market conditions.

Specific services include financial planning, investment management, retirement planning, and estate planning. Investment management utilizes a disciplined, discretionary approach for portfolios including 401(k), 403(b), TSP, IRA, Roth, and SEP accounts, with rollover services available. Retirement planning covers income projections, withdrawal strategies, Social Security timing, Roth conversions, pension and annuity details, and healthcare planning. Estate planning coordinates with legal and tax advisors to preserve legacies. The firm also assists with education funding through 529 plans, UTMAs, and Educational IRAs.

The team includes Managing Partners Chris J. Held and Cortland L. Golightly, along with Private Wealth Advisors Ryan A. Chand, Chris Dominguez, Trent Larsen, Stephan V. Choulos, and Trey O’Connor. Client Services are directed by Tiffany J. Shaver. Insurance products are offered through LPL Financial or its licensed affiliates. The firm maintains a 5.00 rating based on customer reviews, reflecting the satisfaction of those who have engaged its services.

Element Wealth Management delivers comprehensive financial coordination to clients in Walnut, CA, integrating investment, retirement, and estate strategies into a unified plan.

Element Wealth Management is located on Newell Ave in Walnut, CA, just about a mile from South Broadway and Las Lomas High School.

BizScoreAI awards the business a Discoverability score of 100 out of 100, ensuring AI crawlers can find every page of the website so the business can be recommended by AI assistants. The Performance score of 94 out of 100 reflects fast website loading, which keeps visitors engaged and aids search engine ranking. Additionally, the business ranks number 1 of 3 Financial Planner businesses that BizScoreAI has scored in Walnut.