Managing Investments
了解您的短期和长期目标,我们将定制一个最有利于您的计划.
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. 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. 然后他们会为每个人制定个性化的计划,引导客户实现他们的目标.
不管你是刚起步还是已经是一个经验丰富的投资者, Elements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层次的投资者. 我们的目标是建立终生的关系,这将影响我们客户的财务成功.
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. 在这笔费用下,他们能够提供财务规划和客观的建议.
* Elements Wealth Management的顾问隶属于LPL Financial, 美国最大的独立经纪人/交易商, 据《好的赌博软件推荐》杂志报道, June 1996-2019, based on total revenue.
了解您的短期和长期目标,我们将定制一个最有利于您的计划.
Retirement. It's the ultimate goal. 我们的经验让我们设计出适合你的投资策略.
你的孩子或孙子的大学教育是一项重要的投资, 我们可以为他们的未来制定计划.
我们的顾问专业指导您选择最适合您情况的保险和遗产规划产品.
* LPL财务代表通过私人信托公司N提供信托服务.A., an affiliate of LPL Financial.
Guided Wealth Portfolios* 元素财富管理(Elements Wealth Management)新推出的投资低成本交易所交易基金(etf)的自助在线平台,提供个性化和客观的投资建议(比如机器人顾问),它是与专业的元素财富管理LPL金融顾问的结合吗.
*指引财富投资组合(GWP)是集中管理的, algorithm-based, 由LPL金融有限责任公司(LPL)赞助的投资项目. GWP uses proprietary, automated, 利用计算机算法来生成基于LPL构建的投资组合模型的投资建议. FutureAdvisor和LPL是非附属实体. 如果您从LPL或FutureAdvisor以外的另一家注册投资顾问公司获得GWP方面的咨询服务, LPL和FutureAdvisor不是该顾问的附属机构. LPL和FutureAdvisor都是在美国注册的投资顾问公司.S. LPL也是美国金融业监管局/SIPC的成员.
所有的投资都有损失本金的风险. 没有策略能保证成功或避免损失. 并不能保证多样化的投资组合会提高整体回报或优于非多样化的投资组合. 分散投资并不能抵御市场风险.
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进行调整,不断追求您的财务目标.
In the Industry Since 2010 | Joined Staff in 2013
Contact Ann
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agraef@mwinata.com
Indianapolis Office
东南街225号,156号套房
Indianapolis, IN 46202
In the Industry Since 1992 | Joined Staff in 2006
Contact Bruce
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bevans@mwinata.com
Indianapolis Office
东南街225号,156号套房
Indianapolis, IN 46202
In the Industry Since 2019 | Joined Staff in 2019
Contact Jack
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jevans@mwinata.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@mwinata.com
Indianapolis Office
东南街225号,156号套房
Indianapolis, IN 46202
In the Industry Since 1999 | Joined Staff in 2008
*礼来和Elements Wealth Management与LPL Financial没有关联.
Contact Jim
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jwolf@mwinata.com
Indianapolis Office
东南街225号,156号套房
Indianapolis, IN 46202
In the Industry Since 2002 | Joined Staff in 2013
Contact Kelly
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kfennelly@mwinata.com
Indianapolis Office
东南街225号,156号套房
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, 包括他们所监管的顾问的数量, team assets under management, 团队生产的百分比增长, and production per advisor. BIC使用的变量决定了规模, 以及为全面发展的专业人士捕捉增长和效率的指标, 而不是那些在某个领域很优秀,但在其他领域却很差的人.
Contact Matthew
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msnively@mwinata.com
Indianapolis Office
东南街225号,156号套房
Indianapolis, IN 46202
In the Industry Since 2017 | Joined Staff in 2017
Contact Noah
1-
ndennis@mwinata.com
Indianapolis Office
东南街225号,156号套房
Indianapolis, IN 46202
In the Industry Since 2008 | Joined Staff in 2009
*礼来和Elements Wealth Management与LPL Financial没有关联.
Contact Raymond
1-
rmark@mwinata.com
Indianapolis Office
东南街225号,156号套房
Indianapolis, IN 46202
In the Industry Since 2010 | Joined Staff in 2010
Contact Stephen
1-
sbrennan@mwinata.com
Indianapolis Office
东南街225号,156号套房
Indianapolis, IN 46202
In the Industry Since 1985 | Joined Staff in 2011
Contact Tina
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tbaker@mwinata.com
Indianapolis Office
东南街225号,156号套房
Indianapolis, IN 46202
In the Industry Since 2000 | Joined Staff in 2016
*礼来和Elements Wealth Management与LPL Financial没有关联.
Contact Zach
1-
zschroer@mwinata.com
Indianapolis Office
东南街225号,156号套房
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@mwinata.com
Lafayette Office
1527 Kossuth Street
Lafayette, IN 47905
In the Industry Since 2012 | Joined Staff in 2018
*2018年Tippy Connect 40岁以下前10名提名基于个人的工作场所和社区成就, 领导力和专业成长. 评选委员会由地区领导人和历届获奖者组成.
Contact Matt
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mlerch@mwinata.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@mwinata.com
Lafayette Office
1527 Kossuth Street
Lafayette, IN 47905
我们的顾问团队装备精良,为礼来公司员工和退休人员提供全方位的财务规划.*我们支持了数千名正在计划退休的员工. 我们的团队擅长了解员工福利,如礼来公司提供的福利,并专门帮助员工:
*礼来、Elements Wealth Management和LPL Financial都是独立的实体.
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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