A complete list of active advisors currently associated with Element Squared Private Wealth

Warmer can help you find a great advisor at Element Squared Private Wealth or one who fits your needs even better.

Element Squared Private Wealth provides discretionary investment management and financial planning primarily for individual and high‑net‑worth clients. The firm delivers ongoing portfolio management and may prepare comprehensive financial plans at no additional charge. Investment decisions are implemented through strategic asset allocation across asset classes and a mix of fundamental, technical, and charting analyses, with periodic reviews, rebalancing, and tax‑loss harvesting as warranted. The firm expands client access to non‑traditional investments, including alternative offerings and certain ETF‑based structured strategies, and integrates those holdings into managed portfolios. Noteworthy aspects include Element Squared’s use of a third‑party alternative investment platform (CAIS) and reliance on CAIS’s initial and ongoing operational and investment due diligence for private offerings, along with disclosures about valuation lag and liquidity differences for such investments. The firm also does not vote client proxies, leaving voting responsibility to clients unless advisory assistance is requested, which is a practice that differs from many peers.

To learn more about the advisors currently working at Element Squared Private Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.