Elmwood Wealth Management

★★★★★5.0 (1) Financial Services Berkeley

Business details

Category
Financial Services · Financial planner, Financial advisor, Financial consultant, Financial institution, Investment service
Address
2027 Fourth St, Berkeley, CA 94710
Phone
(510) 858-2723
Website
elmwoodwealth.com
County
Alameda County

Hours

  • Monday: 8 AM–5 PM
  • Tuesday: 8 AM–5 PM
  • Wednesday: 8 AM–5 PM
  • Thursday: 8 AM–5 PM
  • Friday: 8 AM–5 PM
  • Saturday: Closed
  • Sunday: Closed

About

Elmwood Wealth Management is a financial planning and investment advisory firm in Berkeley, serving clients across Alameda County and the East Bay. We help individuals and families build a clear plan for their long-term financial goals, from investment management to everyday money decisions.

Our work starts with understanding where you are today and where you want to go, so every recommendation fits your situation. We are glad to meet neighbors from across the East Bay who want thoughtful, straightforward guidance on their finances.

Book a free 15-minute introductory call through our booking page.