• Elmwood Wealth Management

    • Financial Services
    2027 Fourth St., Suite 203
    Berkeley, CA 94710
    510-858-2721

    About Us

    Elmwood Wealth Management is an East Bay financial advisor to individuals and families seeking long-term planning and investment guidance.

    Elmwood makes your life easier while maximizing your read more
    • About

      Elmwood Wealth Management is an East Bay financial advisor to individuals and families seeking long-term planning and investment guidance.

      Elmwood makes your life easier while maximizing your investment potential. Frequent communication enables us to create investment plans based on your own unique circumstances. We deliver an all-inclusive wealth management service, comprised of financial planning, portfolio management, and tax and estate services. This is carried out by using a combination of in-house expertise and strategic alliances to create a family office experience for every client, regardless of their situation.

    • Highlights

      • Financial Advisor
      • Financial Planner