Elmwood Wealth Management, Inc.
Community SubscriberOur goal for you is simple. We want to make your financial life as easy as possible, and allow you to focus your time and energy on other important aspects of your life.
We will help you in the following areas:
- Financial Planning- We work with you to plan for retirement, college savings, a new house, or even a job change.
- Investment Management- We will propose and manage a plan based on your goals to ensure the best possible outcome.
- Budgeting & Cash Flow- We categorize and track your expenses to help plan for near and long-term savings goals.
- Personalized Client Portal- Our online portal to stay organized and help manage your personal finances in real time.
We understand that your financial needs may be different from someone else and we offer various levels of service and service.
Hello there -- we have just the kind of financial planner/retirement advisor you're seeking: https://elmwoodwealth.com/ Our family has been with Elmwood Wealth Management (510-858-2723) for over five years now, and our in-laws have also come on board. What stands out about the team at Elmwood Wealth is that 1) they operate as a team -- we work closely with Bob, Shannon and Julie, and don't feel "passed along" to junior staff. The principals have even answered my panicked emails late at night at tax and year-end deadlines, though we're always working to minimize fire drills. 2) Tax brackets and implications have been a deep part of all conversations, whether it's real estate, the markets, ROTH contributions or other asset situations like estate planning. And they're helpful at tax time, making sure our CPA has what they need etc. 3) I enjoy their low-key "bedside manner" too. They're the opposite of a type-A, pressured environment. Their fees are fair and clear, and well worth it for our portfolio health and peace of mind. And I always enjoy our meetings with them.
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