Managing Investments
Understanding your short- and long-term goals, we will tailor a plan most beneficial to you.
Investment Products
- Stocks & Mutual Funds
- Fixed Income
- Annuities
- Certificates of Deposit
- NEW! Guided Wealth Portfolios
At Elements Wealth Management, we care deeply about what we do, but just as important, we care about how we do it. Our LPL Financial Advisors start by looking at each client’s overall finances including savings for education, taxes, estate planning, and retirement contributions. Then they work to craft a personalized plan that makes sense for each individual and leads clients towards their goals.
无论你是新手还是资深投资者, 元素财富管理有工具帮助您的旅程. We don’t have account minimums, so we are here to support all levels of investors. Our purpose is to build lifelong relationships, which impact our client’s financial success.
The LPL Financial Advisors at Elements Wealth Management typically operate with one simple fee — based on the assets we manage on your behalf. They’re able to deliver financial planning and objective advice under this fee.
* The advisors at Elements Wealth Management are affiliated with LPL Financial, 美国最大的独立经纪人/经销商, 正如《澳门拉斯维加斯网页》杂志所报道的, June 1996-2019, based on total revenue.
Understanding your short- and long-term goals, we will tailor a plan most beneficial to you.
Retirement. It's the ultimate goal. Our experience lets us design an investment strategy that's suitable for you.
你的孩子或孙子的大学教育是一项重要的投资, 澳门拉斯维加斯网页可以为他们的未来制定计划.
Our advisors are specialists in guiding you toward the insurance and estate-planning products that best fit your situation.
* LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
Guided Wealth Portfolios* is Elements Wealth Management’s new self-guided online platform for investing in low-cost exchange-traded funds (ETFs) that provides personalized and access to objective investment advice (like a robo advisor) PLUS access to a dedicated Elements Wealth Management LPL Financial Advisor.
*引导财富投资组合(GWP)是一种集中管理的投资组合, algorithm-based, 由LPL Financial LLC (LPL)赞助的投资项目. GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor和LPL是非关联实体. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL和FutureAdvisor并非此类顾问的子公司. Both LPL and FutureAdvisor are investment advisors registered with the U.S. LPL也是美国金融业监管局/SIPC的成员.
所有的投资都有风险，包括损失本金. 没有任何策略可以确保成功或防止损失. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. 分散投资并不能防止市场风险.
We love what we do! 事实上，澳门拉斯维加斯网页有超过125年的经验. 澳门拉斯维加斯网页喜欢花必要的时间去了解你和你的目标. Then we create a personalized plan that can be adjusted over time to continually pursue your financial goals.
In the Industry Since 2010 | Joined Staff in 2013
Contact Ann
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agraef@simplesmentebonita.com
Indianapolis Office
东南街225号，156室
Indianapolis, IN 46202
In the Industry Since 1992 | Joined Staff in 2006
Contact Bruce
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bevans@simplesmentebonita.com
Indianapolis Office
东南街225号，156室
Indianapolis, IN 46202
In the Industry Since 2019 | Joined Staff in 2019
Contact Jack
1-
jevans@simplesmentebonita.com
Indianapolis Office
Lilly Technology Center
1400 West Raymond
Indianapolis, IN 46285
In the Industry Since 2019 | Joined Staff in 2019
Contact Jami
1-
jwolsiefer@simplesmentebonita.com
Indianapolis Office
东南街225号，156室
Indianapolis, IN 46202
In the Industry Since 1999 | Joined Staff in 2008
*Eli Lilly and Elements Wealth Management are not affiliated with LPL Financial.
Contact Jim
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jwolf@simplesmentebonita.com
Indianapolis Office
东南街225号，156室
Indianapolis, IN 46202
In the Industry Since 2002 | Joined Staff in 2013
Contact Kelly
1-
kfennelly@simplesmentebonita.com
Indianapolis Office
东南街225号，156室
Indianapolis, IN 46202
In the Industry Since 1992 | Joined Staff in 2006
*编制前20名和前25名项目经理名单, bank Investment Consultants (BIC) ranked program managers based on several criteria, 包括他们监督的顾问人数, team assets under management, 团队生产的百分比增长, and production per advisor. BIC使用考虑大小的变量, as well as metrics that capture growth and efficiency to well-rounded professionals, 而不是那些在一个领域出类拔萃，但在其他领域不足的人.
Contact Matthew
1-
msnively@simplesmentebonita.com
Indianapolis Office
东南街225号，156室
Indianapolis, IN 46202
In the Industry Since 2017 | Joined Staff in 2017
Contact Noah
1-
ndennis@simplesmentebonita.com
Indianapolis Office
东南街225号，156室
Indianapolis, IN 46202
In the Industry Since 2008 | Joined Staff in 2009
*Eli Lilly and Elements Wealth Management are not affiliated with LPL Financial.
Contact Raymond
1-
rmark@simplesmentebonita.com
Indianapolis Office
东南街225号，156室
Indianapolis, IN 46202
In the Industry Since 2010 | Joined Staff in 2010
Contact Stephen
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sbrennan@simplesmentebonita.com
Indianapolis Office
东南街225号，156室
Indianapolis, IN 46202
In the Industry Since 1985 | Joined Staff in 2011
Contact Tina
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tbaker@simplesmentebonita.com
Indianapolis Office
东南街225号，156室
Indianapolis, IN 46202
In the Industry Since 2000 | Joined Staff in 2016
*Eli Lilly and Elements Wealth Management are not affiliated with LPL Financial.
Contact Zach
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zschroer@simplesmentebonita.com
Indianapolis Office
东南街225号，156室
Indianapolis, IN 46202
In the Industry Since 1995 | Joined Staff in 2018
支持LPL财务顾问:
Contact Joan
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jchapman@simplesmentebonita.com
Lafayette Office
1527 Kossuth Street
Lafayette, IN 47905
In the Industry Since 2012 | Joined Staff in 2018
*2018 Tippy Connect Top 10 Under 40 nominations are based on the individual's workplace and community accomplishments, 领导力和专业成长. 评选委员会由地区领导人和过去的获奖者组成.
Contact Matt
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mlerch@simplesmentebonita.com
Lafayette Office
1527 Kossuth Street
Lafayette, IN 47905
In the Industry Since 1989 | Joined Staff in 2018
Contact Randy
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rvernon@simplesmentebonita.com
Lafayette Office
1527 Kossuth Street
Lafayette, IN 47905
Our team of advisors are well-equipped to assist Eli Lilly and Company employees and retirees with all aspects of their financial planning.* We have supported thousands of employees who are planning for their retirement. Our team is skilled at understanding employee benefits like those offered by Eli Lilly and specializes in helping employees with:
* Eli Lilly, Elements Wealth Management and LPL Financial are all separate entities.
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Indianapolis Office
225 South East Street, Ste 156
Indianapolis, IN 46202
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Lafayette Office
1527 Kossuth Street
Lafayette, IN 47905
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Indianapolis-Lilly技术中心
1400 West Raymond Street
Drop 4901
Indianapolis, IN 46285
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Indianapolis-Lilly企业中心
Building 21/C DC 2015
Indianapolis, IN 46285
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