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 & #0G20453Third 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.
| Website | http://www.elementwm.com |
| Employees | 6 (5 on RocketReach) |
| Industry | Financial Services |
| Keywords | Wealth Management, Financial Planning, Portfolio Management, Wealth Advisor, Wealth Building, Investment Planning, Financial Advisor, Investment Management, Financial Strategies, Retirement Planning, Investment Advisor, Financial Consulting, Personalized Investing, Retirement Solutions, Financial Security, Estate Planning, Risk Management, Long-Term Investing, Tax Planning, Legacy Planning |
| Competitors | Morgan Stanley, Fidelity Investments, Vanguard, Merrill Lynch, J.P. Morgan, Edward Jones, Personal Capital, Betterment, Wealthfront, Schwab Advisor Services +46 more (view full list) |
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Chris Held is the Managing Partner - Private Wealth Advisor of Element Wealth Management.
5 people are employed at Element Wealth Management.