Elmwood Wealth Management, Inc.

Community Subscriber
Berkeley, CA
Phone: 
510-858-2723
Email: 
info [at] elmwoodwealth.com

Our 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:

  1. Financial Planning- We work with you to plan for retirement, college savings, a new house, or even a job change.
  2. Investment Management- We will propose and manage a plan based on your goals to ensure the best possible outcome.
  3. Budgeting & Cash Flow- We categorize and track your expenses to help plan for near and long-term savings goals.
  4. 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.

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