WHAT WE DO
Strategic Asset Management
Discretionary Account Management
401(k), 403(b), TSP, IRA, ROTH, SEP
IRA Rollover Services
Small Business 401(k) plans
Estate & Trust Planning
Retirement Planning
Divorce Planning
Pension Plans
It’s not how much money you make,
but how much money you keep, how hard it works for you, and how many generations you keep it for.“
Robert Kiyosaki, Rich Dad, Poor Dad
Mutual Funds, ETFs, Unit Investment
Trusts (UITs), REITS
Options, Individual Stock,
Structured Products
Variable, Indexed, Fixed,
and Immediate Annnuities
Universal Life Insurance, Term-Life,
ILITS, Long-Term Care
529 Plans, UTMAs,
Educational IRAs
Bonds, CDs, Preferred Stock,
Municipal Bonds & more
Investing involves risk, including possible loss of principal.
Element Wealth Management and LPL Financial do not provide legal advice or tax services. Please consult your legal advisor or tax advisor regarding your specific situation.
MEET OUR TEAM
Chris J. Held CFP®, CRPS®
Managing Partner, Private Wealth Advisor
Cortland L. Golightly
Managing Partner, Private Wealth Advisor
Tiffany J. Shaver
Director of Client Services