Team profile

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

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