Element Squared

ELEMENT SQUARED PRIVATE WEALTH:

Redefining Wealth Management Excellence

Element Squared Private Wealth distinguishes itself in the competitive world of financial management through its unique approach and unwavering commitment to client success.

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From The Blog

January 2026 Market Update

Quick Summary We look at an overview of the current market trends for the beginning of the year, a review of how the market performed last year, and predictions for…

December 2025 Market Update

Quick Summary The recent market movements since the last discussion, expectations for how the year will wrap up, and both new risks and positive developments in the market. Also an…

November 2025 Market Update

Quick Summary We focused on reviewing the overall market, expectations for how the year will finish, and potential scenarios for the start of next year. We also highlight key issues…

Returns Matter.

The performance of your portfolio significantly influences the success of your retirement. We will conduct a thorough analysis of your current portfolio and compare it with other available options. This process typically offers clear insights into whether adjustments are necessary or if your existing portfolio is performing adequately.

Feel Confident That You are on the Right Path.

Organize Abandoned 401k and IRA Accounts

There are over 29 million forgotten 401k accounts worth $1.65 trillion. These accounts likely are not performing as well as they could.

Easily Compare Returns

Our advisors will evaluate the returns, volatility, and efficiency of your current portfolio and compare it to other available options.

Experts in Your Corner

Whatever financial issue you face, we have an advisor ready to help you navigate it with ease.

Why Rolling Your 401(k) into an IRA can be a Wise Decision

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Step 1 of 7

What would you like to talk about?

What would you like to talk about?(Required)

I want to see if I am on track for retirement.

I have an old 401k from a previous employer

I want to get a better return on my investments

I want to lower the fees on my investments

I want all of these things!

A FEW THINGS TO KNOW

Most people finish this form in less than 3 minutes.

Retirement planning is a free service we offer to our investment clients

We are often able to reduce the internal fees of our client portfolios.

Secure

Millions of 401(k)s are forgotten, but an IRA sticks with you. No matter where your career leads, you can effortlessly monitor and grow your retirement savings.

Enhanced Control

Your previous employer selected your 401(k) options, but with an IRA, you have the reins. IRAs offer more flexibility and typically provide a wider range of investment choices compared to 401(k)s.

Transparent Fees

Many Americans are unaware of the fees associated with their 401(k). By setting up your own IRA, you gain better insight into your fees, preventing unnecessary losses from unattended 401(k) accounts.

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