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Elements Wealth Management

Invest in What Matters

How We Work

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.

Who We Help

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.

How We Charge

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.

我们的顾问提供以下内容

Services + Products

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

Retirement Planning

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.

Retirement Products
  • 401k Transition Assistance
  • 401k Planning
  • Traditional IRAs
  • Roth IRAs

Save for College

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.

College Savings Products
  • 529 College Savings
  • Coverdell教育储蓄帐户

Aim to Protect Your Assets

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.

Asset Preservation Products
  • Life & Long-Term Care Insurance
  • Trust & Estate Planning*

* LPL财务代表通过The Private Trust Company N提供信托服务.A., an affiliate of LPL Financial.

OUR ADVISORS

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.

Indianapolis Office
Stephen  Brennan

In the Industry Since 2006 | Joined Staff in 2009

Stephen Brennan CFP®
副总裁,LPL财务顾问
Training, Certifications & Accolades
  • LPL Financial的注册代表
  • CERTIFIED FINANCIAL PLANNER™
  • 财务规划学院认证资产管理专家
  • 通过LPL Financial注册FINRA系列7和66
  • Indiana Life & 持有长期护理许可的健康保险

Contact Stephen
1-317-524-5008
sbrennan@yourwelllivedlife.com

Indianapolis Office
225 South East Street, Suite 156
Indianapolis, IN 46202

Visit Stephen's Website
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Noah  Dennis

In the Industry Since 2017 | Joined Staff in 2017

Noah Dennis MBA, CFP®
副总裁,LPL财务顾问
Training, Certifications & Accolades
  • 印第安纳大学凯利商学院工商管理硕士
  • 系列7和66通过LPL金融注册
  • 有长期护理背书的印第安纳人寿和健康保险

Contact Noah
1-317-524-5058
ndennis@yourwelllivedlife.com

Indianapolis Office
225 South East Street, Suite 156
Indianapolis, IN 46202

Visit Noah's Website
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Raymond  Mark

In the Industry Since 2008 | Joined Staff in 2009

Raymond Mark CFP®
副总裁,LPL财务顾问
Training, Certifications & Accolades
  • CERTIFIED FINANCIAL PLANNER™ 
  • 了解礼来公司的员工福利*
  • Risk Management
  • Financial Planning and Analysis
  • Retirement Planning
  • Indiana Life & 持有长期护理许可的健康保险

*礼来和Elements Wealth Management不隶属于LPL Financial.

Contact Raymond
1-317-524-5092
rmark@yourwelllivedlife.com

Indianapolis Office
225 South East Street, Suite 156
Indianapolis, IN 46202

Visit Raymond's Website
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Zach  Schroer

In the Industry Since 2000 | Joined Staff in 2016

Zach Schroer AIF®, CRPS®
副总裁,LPL财务顾问
Training, Certifications & Accolades
  • 在投资行业有丰富的经验
  • 财务规划学院授予的CRPS®
  • 特许退休计划专家及认可投资受托人
  • 现场出席礼来公司中心
  • 有公司退休计划和高管薪酬计划方面的经验
  • 了解礼来公司员工福利*
  • 财务规划和分析-为每个人定制

*礼来和Elements Wealth Management不隶属于LPL Financial.

Contact Zach
1-317-957-7448
zschroer@yourwelllivedlife.com

Indianapolis Office
225 South East Street, Suite 156
Indianapolis, IN 46202

Visit Zach's Website
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Liz  Wertz

In the Industry Since 2021 | Joined Staff in 2021

Liz Wertz CFP®
副总裁,LPL财务顾问
Training, Certifications & Accolades
  • CERTIFIED FINANCIAL PLANNER™
  • 了解礼来公司员工福利*
  • 现场出席礼来技术中心
  • Comprehensive Financial Planning
  • Investment Management
  • 通过LPL Financial注册FINRA系列7和66
  • Indiana Life & 有长期护理背书的健康保险

*礼来和Elements Wealth Management不隶属于LPL Financial.

Contact Liz
1-317-957-7620
lwertz@yourwelllivedlife.com

Indianapolis Office
225 South East Street, Suite 156
Indianapolis, IN 46202

Visit Liz's Website
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Jim  Wolf

In the Industry Since 1999 | Joined Staff in 2008

Jim Wolf CFP®
副总裁,LPL财务顾问
Training, Certifications & Accolades
  • CERTIFIED FINANCIAL PLANNER™ 
  • 了解礼来公司的员工福利*
  • Financial Planning
  • Investment Management
  • Indiana Life & 持有长期护理许可的健康保险

*礼来和Elements Wealth Management不隶属于LPL Financial.

Contact Jim
1-317-524-5142
jwolf@yourwelllivedlife.com

Indianapolis Office
225 South East Street, Suite 156
Indianapolis, IN 46202

Visit Jim's Website
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Katherine Mills
Katherine Mills
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Katherine  Mills

In the Industry Since 2022 | Joined Staff in 2022

Katherine Mills
LPL Sales Assistant
Training, Certifications & Accolades
  • 支持LPL财务顾问Raymond Mark和Zach Schroer

Contact Katherine
1-317-524-5035
kmills@yourwelllivedlife.com

Indianapolis Office
225 South East Street, Suite 156
Indianapolis, IN 46202

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Amanda Richmond
Amanda Richmond
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Amanda  Richmond

In the Industry Since 2003 | Joined Staff in 2023

Amanda Richmond
AVP,财富运营经理和LPL注册销售助理
Training, Certifications & Accolades
  • SIE,系列7和系列63通过LPL Financial注册
  • 支持LPL财务顾问Noah Dennis, Stephen Brennan和Liz Wertz

Contact Amanda
1-317-957-7469
arichmond@yourwelllivedlife.com

Indianapolis Office
225 South East Street, Suite 156
Indianapolis, IN 46202

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Matthew Snively
Matthew Snively
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Matthew  Snively

In the Industry Since 1992 | Joined Staff in 2006

Matthew Snively
财富管理高级副总裁
Training, Certifications & Accolades
  • LPL Financial的注册代表
  • 系列7,8和63通过LPL金融注册
  • Indiana Life & Health Insurance
  • 2013-2019 LPL硕士资格赛
  • 银行投资顾问杂志“前20名项目经理”,” 2012, and "Top 25 Program Managers," 2015, 2017*
  • 现任董事会/委员会成员:信用合作社产品研究组织, 汉密尔顿县治安官保护区, Inc.LPL信用合作社执行顾问委员会主席. 以前的董事会/委员会隶属关系:全国信用合作社服务组织协会, 全国联邦信用合作社协会(会员委员会), 汉密尔顿县领导学院和中印第安纳警察基金会.

*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@yourwelllivedlife.com

Indianapolis Office
225 South East Street, Suite 156
Indianapolis, IN 46202

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Lafayette Office
Matt  Lerch

In the Industry Since 2012 | Joined Staff in 2018

Matt Lerch CWS® CFP®
副总裁,LPL财务顾问
Training, Certifications & Accolades
  • LPL Financial的注册代表
  • CERTIFIED FINANCIAL PLANNER™ 
  • Certified Wealth Strategist®
  • 通过LPL Financial注册的系列6、7、63和65
  • Indiana Life & 有长期护理背书的健康保险许可证
  • 2018年Tippy Connect十大40岁以下候选人*

*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@yourwelllivedlife.com

Lafayette Office
1527 Kossuth Street
Lafayette, IN 47905

Visit Matt's Website
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Lilly Experience

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:

  • Planning for their retirement
  • 评估提前退休提议
  • Pensions
  • 401k investment allocation
  • Equity awards
  • Concentrated stock options

*礼来、Elements Wealth Management和LPL Financial均为独立实体.

TOP ARTICLES

慈善捐赠是支持社区的好方法, make an impact, 或者留下遗产,同时获得捐赠的税收优惠. 如果你选择给予并找到一个你热爱的组织, 年底前,把慈善捐赠列入你的“待办事项清单”.
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对于高净值个人和家庭来说,财务压力是一个有趣的挑战,因为大多数财务建议往往针对那些收入较低的人. 相反,你需要一个量身定制的方法,承认你的具体挑战. 这里有一些建议和策略,可以帮助高净值家庭度过财务压力.
Historically, 职场母亲在职场上的抱负甚至高于一般职场女性. 这种雄心壮志可能会促使他们在预算和财务问题上表现出色,从而帮助他们管理家庭财务. 关于财务规划,职场妈妈应该知道些什么, 他们可以采取什么措施来帮助他们的家庭走向一个自信的财务未来? 以下是给职场妈妈们的5条理财建议.
Life insurance has its benefits, 选择一份可管理的人寿保险是你退休计划的关键一步. 它可以帮助你的家人支付临终费用, funeral and burial costs, and pay for estate taxes. 选择一份能让你和你的家人在退休后受益的人寿保险是很重要的. 这里有一些选择,可以和你的财务专家一起审查.
Since 1954, 联邦公开市场委员会(FOMC)已经13次逐步加息以抑制通货膨胀,然后才考虑逆转加息并将利率降下来. 当你在海滩上的时候,它只是发生的事情,就像糟糕的天气一样. 驾驭动荡市场的一个方法是了解正在发生的事情,以及今天如何为这样的事件做好准备.

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.

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Our Locations

Full Service Offices

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

Eli Lilly Locations (Access restricted by badge)

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

Let's get together.

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Wealth Management

Elements Wealth Management
225 South East Street; Suite 156
Indianapolis, IN 46202

1-888-425-0374

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