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Element-Woodridge-Alliance

In the May/June 2018 issue, we will have the announcement of Element Wealth’s alliance with Woodridge Capital. Get your copy next week!!

 

Merger

 

Woodridge Capital, an SEC Registered Investment Advisor
Element Wealth Advisor Services, offered through Sowell Management Services, a Registered Investment Advisor.

 

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When Two Great Things Come Together

Element Wealth is excited to announce its alliance with Woodridge Capital! Element and the team at Woodridge have been working together over the past few months to build a truly unique wealth management experience for clients. Woodridge Capital opened its doors in 2006 and is currently run by its two partners, Barry Smith and Danny Williams. The team at Woodridge Capital bring decades of experience and an expertise in dynamic asset management to the table.

With an anticipated final merger date in Q2 2018, the new firm will operate under the name Element Wealth. It will utilize Woodridge Capital’s existing Registered Investment Advisor and integrate the technology platform built out by Element.

The firm will focus on bringing comprehensive financial solutions to its clientele. The firm will build custom portfolios for clients that are designed to fit their unique risk tolerances and preferences while meeting upside expectations.

“When I launched Element Wealth in the summer of 2017, I could not have imagined what would have unfolded in such a short period of time. Barry and Danny have been amazing to work with and the response from our clients about the partnership has been incredible. We have shared ideas and challenged each other as we have thought everything out. Ultimately, I firmly believe we have built something better than we could have on our own efforts alone.” – Jeremy Nelson, Founder of Element Wealth

“I am ecstatic about what Jeremy and Element Wealth bring to our firm. His background in asset management, financial planning, and retirement plans will certainly benefit our clients. Our combined research efforts and expertise in asset management has set us up to better serve all our clients going forward.” – Barry Smith, Partner at Woodridge Capital

“I’d known Jeremy for over a decade, specifically from our times on the board of the MS Financial Planning Association. When I heard he had launched Element, I immediately reached out and set up a meeting. The new technology platform and enhanced services are going to help us take our firm to the next level.” – Danny Williams, CFP, Partner at Woodridge Capital

 

Woodridge Capital, an SEC Registered Investment Advisor

Element Wealth Advisor Services, offered through Sowell Management Services, a Registered Investment Advisor.

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