Managing Investments
了解您的短期和长期目标，我们将为您量身定制最适合您的计划.
Investment Products
- Stocks & Mutual Funds
- Fixed Income
- Annuities
- Certificates of Deposit
At Elements Wealth Management, we care deeply about what we do, but just as important, we care about how we do it. 我们的LPL财务顾问首先查看每个客户的整体财务状况，包括教育储蓄, taxes, estate planning, and retirement contributions. 然后，他们会制定一个个性化的计划，对每个人都有意义，并引导客户实现他们的目标.
无论你是新手还是经验丰富的投资者, 元素财富管理有工具来帮助你的旅程. 我们没有账户最低限额，所以我们在这里支持所有级别的投资者. 我们的目标是建立影响客户财务成功的终身关系.
Elements Wealth Management的LPL财务顾问通常只收取一笔简单的费用——基于我们代表您管理的资产. 他们可以在这笔费用下提供财务规划和客观建议.
* Elements Wealth Management的顾问隶属于LPL Financial, 美国最大的独立经纪商/交易商, 据《利记》报道, June 1996-2019, based on total revenue.
了解您的短期和长期目标，我们将为您量身定制最适合您的计划.
Retirement. It's the ultimate goal. 我们的经验使我们能够设计出适合您的投资策略.
子女或孙辈的大学教育是一项重大投资, 我们可以为他们的未来制定一个计划.
我们的顾问是指导您选择最适合您情况的保险和遗产规划产品的专家.
* LPL财务代表通过The Private Trust Company N提供信托服务.A., an affiliate of LPL Financial.
We love what we do! 事实上，我们有超过125年的经验. 我们喜欢花必要的时间去了解你和你的目标. 然后，我们创建一个个性化的计划，可以随着时间的推移不断调整，以实现您的财务目标.
In the Industry Since 2006 | Joined Staff in 2009
Contact Stephen
1-317-524-5008
sbrennan@jadeshell.net
Indianapolis Office
225 South East Street, Suite 156
Indianapolis, IN 46202
In the Industry Since 2017 | Joined Staff in 2017
Contact Noah
1-317-524-5058
ndennis@jadeshell.net
Indianapolis Office
225 South East Street, Suite 156
Indianapolis, IN 46202
In the Industry Since 2008 | Joined Staff in 2009
*礼来和Elements Wealth Management不隶属于LPL Financial.
Contact Raymond
1-317-524-5092
rmark@jadeshell.net
Indianapolis Office
225 South East Street, Suite 156
Indianapolis, IN 46202
In the Industry Since 2000 | Joined Staff in 2016
*礼来和Elements Wealth Management不隶属于LPL Financial.
Contact Zach
1-317-957-7448
zschroer@jadeshell.net
Indianapolis Office
225 South East Street, Suite 156
Indianapolis, IN 46202
In the Industry Since 2021 | Joined Staff in 2021
*礼来和Elements Wealth Management不隶属于LPL Financial.
Contact Liz
1-317-957-7620
lwertz@jadeshell.net
Indianapolis Office
225 South East Street, Suite 156
Indianapolis, IN 46202
In the Industry Since 1999 | Joined Staff in 2008
*礼来和Elements Wealth Management不隶属于LPL Financial.
Contact Jim
1-317-524-5142
jwolf@jadeshell.net
Indianapolis Office
225 South East Street, Suite 156
Indianapolis, IN 46202
In the Industry Since 2022 | Joined Staff in 2022
Contact Katherine
1-317-524-5035
kmills@jadeshell.net
Indianapolis Office
225 South East Street, Suite 156
Indianapolis, IN 46202
In the Industry Since 2003 | Joined Staff in 2023
Contact Amanda
1-317-957-7469
arichmond@jadeshell.net
Indianapolis Office
225 South East Street, Suite 156
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, 银行投资顾问公司(BIC)根据几个标准对项目经理进行排名, 包括他们监督的顾问的数量, team assets under management, 团队生产的百分比增长, and production per advisor. BIC使用说明大小的变量, 以及捕捉增长和效率的指标，以全面的专业人士, 而不是那些在一个领域出类拔萃，但在其他领域不尽如人意的人.
Contact Matthew
1-317-524-5127
msnively@jadeshell.net
Indianapolis Office
225 South East Street, Suite 156
Indianapolis, IN 46202
In the Industry Since 2012 | Joined Staff in 2018
*2018年Tippy Connect 40岁以下10强提名基于个人在工作场所和社区的成就, 领导力与专业成长. 评选委员会由地区领导和往届获奖者组成.
Contact Matt
1-765-447-0000
mlerch@jadeshell.net
Lafayette Office
1527 Kossuth Street
Lafayette, IN 47905
In the Industry Since 2022 | Joined Staff in 2022
Supports LPL Financial Advisors:
Contact Hailie
1-765-447-0000
hrobinson@jadeshell.net
Lafayette Office
1527 Kossuth Street
Lafayette, IN 47905
我们的顾问团队装备精良，可以帮助礼来公司的员工和退休人员进行财务规划的各个方面.*我们支持了成千上万为退休做计划的员工. 我们的团队擅长了解像礼来公司提供的员工福利，并专门帮助员工:
*礼来、Elements Wealth Management和LPL Financial均为独立实体.
Maximizing Wealth
Indianapolis Office
225 South East Street, Ste 156
Indianapolis, IN 46202
1-317-277-7690
Lafayette Office
1527 Kossuth Street
Lafayette, IN 47905
1-765-447-0000
印第安纳波利斯礼来技术中心
1400 West Raymond Street
Drop 4901
Indianapolis, IN 46285
1-317-524-5033
印第安纳波利斯礼来公司中心
Building 21/C DC 2015
Indianapolis, IN 46285
1-317-957-7448
Elements Wealth Management
225 South East Street; Suite 156
Indianapolis,
IN
46202
Weekly Market Commentary
从LPL金融的合作伙伴那里了解本周的市场新闻. 了解最新的趋势和股票市场预测.
Read More