Crafting a Richer Life Together.

For families who want to build and preserve wealth, Seven Elements offers a proven values-based wealth planning approach to build a richer life.

Your richer life starts today.

Living a fulfilled life now is as important as planning for the future. We use The Seven Elements of Wealth to build personalized financial strategies. The planning conversation balances your lifestyle now with future goals. We help you build wealth beyond money—considering other facets of your life like family, community and your legacy.

  • Impact

    Making a difference in the community

  • Family & Social

    Meaningful connection with your family and your friends

  • Career

    Work that aligns with your values, passions and many talents

  • Health

    How your body looks, feels, and functions

  • Financial

    Satisfaction and comfort with your income and savings goals

  • Experience

    Living life’s adventures

  • Home

    Your place for peace and security

 

Peace of Mind in the Process

We understand the fear and anxiety that money conversations may cause. We give you peace of mind with a proven process that covers all of the bases.

We begin by getting to know you, understanding your goals and financial needs, and building a relationship so that together we can make the financial decisions and life choices that allow you the freedom to live your best life now while taking you where you want to be in the future.

Our Wealth
Planning Process

  • 1. Understand Get to know you & your personal and financial circumstances.
  • 2. Goals Identify & set objectives
  • 3. Analyze Assess current state & consider alternatives
  • 4. Build Develop wealth plan recommendations
  • 5. Decide Discuss recommendations & choose course of action
  • 6. Execute Implement wealth plan
  • 7. Monitor Track progress, regularly review & update plan
  • Wealth Planning
    Wealth Planning
  • Investments
    Investments
  • Insurance
    Insurance
  • Retirement & Estate Planning
    Retirement & Estate Planning

Who We Serve

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'Richard and his team are the gold standard when it comes to personal wealth matters and customer service. A strong attention to detail and a duty of care to his clients, has provided me the assurance and security my savings are working for me and in continual growth mode. I would strongly encourage everyone to reach out to Richard and the Seven Elements Wealth Management Team if you seek the best management and advisory over your personal assets.'

- Joseph

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