Elmwood Wealth: comprehensive wealth management services in the San Francisco Bay Area

About Elmwood

We build and preserve wealth. Elmwood is committed to making life easier for you while maximizing your investment potential.

Our Services

We deliver financial planning, portfolio management, and tax & estate planning in our all-inclusive service offering.

Client Experience

We establish close relationships with our clients that allow us to provide a suite of personalized services to simplify your financial situation.

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Our Team

Clients work directly with our financial planning and portfolio management team. All our professionals have extensive industry experience and a proven track record of success.

Contact Us

We offer a flexible fee structure in effort to better match your needs and personal circumstances to the services we provide. Contact us for a complimentary consultation.

Client Access

Cutting edge electronic technology to communicate with our clients. We provide you with a secure client portal to monitor investments, share and store documents.