Elmwood Wealth Management

Services Offered

• Retirement planning
• Investment management
• Budgeting assistance
• College savings strategies
• Elder care financial planning

About

Elmwood Wealth Management is a financial planning firm based in Berkeley, California. The firm offers a range of services including retirement planning, investment management, budgeting assistance, and strategies for saving for college. They focus on helping clients navigate financial decisions while addressing challenges such as caring for elderly parents. Elmwood Wealth Management serves a diverse clientele, drawing on personal experiences and professional insights to guide clients towards their financial goals.

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