Elmwood Wealth Management, Inc. Email Format
Investment ManagementCalifornia, United States2-10 Employees
Elmwood Wealth Management, Inc. is an investment management firm based in Berkeley, California. It offers an all-inclusive approach to wealth management, integrating financial planning, portfolio management, and tax and estate services to help clients preserve and grow their wealth. The firm emphasizes frequent communication and translates clients' goals into a customized financial plan, delivering a family-office style experience through in-house expertise and strategic alliances. Elmwood employs an open-architecture investment philosophy, considering a broad range of opportunities and constructing tailored solutions for each client's planning, portfolio, and tax and estate needs. In December 2025, the firm announced the launch of Plus and Premier services, expanding its offerings to include tax preparation at an appropriate level.