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120 S Bedford St, Georgetown, DE 19947

302-515-1884
team@elementwealthplanning.com
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About Us


Simplify Your Complexity

Simplify Your Complexity

Success brings opportunity - and complexity. Our purpose at Element Wealth Planning is to make complex ideas simple.  Life’s priorities require intentional consideration.

When every decision matters…clarity becomes essential. We design strategies that bring structure to complexity, where every element works in harmony. 

From our office in Georgetown, DE we specialize in tax-efficient wealth management and fiduciary financial planning designed for affluent families, retirees, and business owners.

We design strategies that bring structure to complexity, where every element works in harmony. 

Element Wealth Planning Team

Glenn Sweeten

Glenn Sweeten, CFP®, CPFA®

Owner | Wealth Planner

(302) 515-1884

(302) 347-5333

glenn@elementwealthplanning.com

After more than a decade of service in the United States Army, Glenn transitioned his commitment to serving others into the financial planning profession. While completing his B.S. in Business Administration through studies at Drexel...
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Erin Winner

Erin Winner, FPQP™

Associate Advisor

(302) 515-1884

(302) 347-5333

erin@elementwealthplanning.com

Erin serves as the Paraplanner for Element Wealth Planning. She holds the Financial Paraplanner Qualified Professional (FPQP) designation and has completed the FINRA Securities Industry Essentials examination and the FINRA General...
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Bonnie Sweeten

Bonnie Sweeten

Risk Management Advisor | Operations Manager

(302) 515-1884

(302) 347-5333

bonnie@elementwealthplanning.com

Bonnie holds the FINRA Series 7 and 66 licenses through LPL Financial, along with Accident, Health, Life and Variable Lines Insurance Licenses. She works closely with our existing clients to help them navigate their life and health...
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Andrew Pontorno

Andrew Pontorno, FPQP™

Client Service Associate

(302) 515-1884

(302) 347-5333

andrew@elementwealthplanning.com

Andrew is the primary point of contact here at the Element Wealth Planning. He holds the Financial Paraplanner Qualified Professional (FPQP™) designation and has completed the FINRA Securities Industry Essentials Examination. He is...
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