How we work

About Element Wealth Advisors

Element Wealth Advisors success is woven into our values and philosophy.

  • ClientFocused
  • Integrity Always
  • Excellence in all we do
  • Respect for individuals and our communities

These values inspire us to perform at a premier level and build strong relationships with clients.

We provide professional advice and personalized guidance to our clients. We are passionate about your unique life and investment goals.

Essential elements to your financial future are addressed based on the actual definition of Element:

“a component or constituent of a whole or one of the parts into which a whole may be resolved by analysis”

You deserve advice you can trust from Element Wealth Advisors. We believe there is no substitute for the confidence you feel knowing someone is looking out for you.

Together, Element Wealth Advisors and you are planning for life.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Social Security Retirement Benefits
  • Women's Financial Strategies
  • Employee Stock Options
  • Domestic Partner Planning
  • Tax Planning Strategies
  • Insurance
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Intergenerational Planning
  • Executive Compensation and Benefit Strategies

Community participation

- Human Rights Campaign

-Humane Society of Atlanta Donor

- Lassiter High School Band Donor

- Environmental Action

- The Salvation Army

- The Leukemia and Lymphoma Society Georgia Chapter

- The Clean Air Campaign

- St. Vincent De Paul of Atlanta

- AID Atlanta

- Mitman, Reese and Associates Endowed Scholarship, College of Human Environmental Sciences, The University of Alabama

Our videos

5 videos

Working with us

Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal.

Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.

What to expect

  • Professional help in clarifying your financial goals and priorities
  • If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives
  • Accurate information about our tailored solutions, including risks, benefits and costs

What to bring

  • A list of any questions you have regarding your current financial situation
  • Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention
  • A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals