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.
Glenn Sweeten, CFP®, CPFA®
Owner | Wealth Planner
(302) 347-5333
glenn@elementwealthplanning.com
Erin Winner, FPQP®
Associate Advisor
(302) 347-5333
erin@elementwealthplanning.com
Bonnie Sweeten
Risk Management Advisor | Operations Manager
(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...
Andrew Pontorno, FPQP®
Client Service Associate
(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...
Avery Adams
Client Service Associate
(302) 347-5333
avery@elementwealthplanning.com