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Elements Wealth Management

Invest in What Matters

How We Work

At Elements Wealth Management, 我们非常关心我们所做的事情, 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.

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. 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.

How We Charge

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.

我们的顾问提供以下内容

Services + Products

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

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

Our advisors are specialists in guiding you toward the insurance and estate-planning products that best fit your situation.

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

* LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A.是LPL Financial的子公司.

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. Then we create a personalized plan that can be adjusted over time to continually pursue your financial goals.

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@cam-eg.com

Indianapolis Office
东南街225号,156室
Indianapolis, IN 46202

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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@cam-eg.com

Indianapolis Office
东南街225号,156室
Indianapolis, IN 46202

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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
  • 财务规划与分析
  • Retirement Planning
  • Indiana Life & 持有长期护理许可的健康保险

*Eli Lilly and Elements Wealth Management are not affiliated with LPL Financial.

Contact Raymond
1-317-524-5092
rmark@cam-eg.com

Indianapolis Office
东南街225号,156室
Indianapolis, IN 46202

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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

*Eli Lilly and Elements Wealth Management are not affiliated with LPL Financial.

Contact Zach
1-317-957-7448
zschroer@cam-eg.com

Indianapolis Office
东南街225号,156室
Indianapolis, IN 46202

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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
  • 全面理财规划
  • 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

*Eli Lilly and Elements Wealth Management are not affiliated with LPL Financial.

Contact Liz
1-317-957-7620
lwertz@cam-eg.com

Indianapolis Office
东南街225号,156室
Indianapolis, IN 46202

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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

*Eli Lilly and Elements Wealth Management are not affiliated with LPL Financial.

Contact Jim
1-317-524-5142
jwolf@cam-eg.com

Indianapolis Office
东南街225号,156室
Indianapolis, IN 46202

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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@cam-eg.com

Indianapolis Office
东南街225号,156室
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@cam-eg.com

Indianapolis Office
东南街225号,156室
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*
  • Current board/committee affiliations: Product Research Organization for Credit Unions, 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. Previous board/committee affiliations: National Association of Credit Union Service Organizations, 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, bank Investment Consultants (BIC) ranked program managers based on several criteria, 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, 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,但在其他领域不尽如人意的人.

Contact Matthew
1-317-524-5127
msnively@cam-eg.com

Indianapolis Office
东南街225号,156室
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 Tippy Connect Top 10 Under 40 nominations are based on the individual's workplace and community accomplishments, 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@cam-eg.com

Lafayette Office
1527 Kossuth Street
Lafayette, IN 47905

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Hailie Robinson
Hailie Robinson
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Hailie  Robinson

In the Industry Since 2022 | Joined Staff in 2022

Hailie Robinson
LPL Sales Assistant

支持LPL财务顾问:

  • Matt Lerch

Contact Hailie
1-765-447-0000
hrobinson@cam-eg.com

Lafayette Office
1527 Kossuth Street
Lafayette, IN 47905

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Lilly Experience

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:

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

* Eli Lilly, Elements Wealth Management and LPL Financial are all separate entities.

TOP ARTICLES

Financial stress is an interesting challenge for high-net-worth individuals and families since most financial advice tends to be targeted toward those earning less. Instead, you need a tailored approach that acknowledges your specific challenges. Here are a few tips and strategies that may help high-net-worth families navigate and thrive through financial stress.
Historically, working mothers have had even higher ambitions in the workforce than working women in general. This ambition may drive them to excel in budgeting and financial matters that can help them manage their family's finances. 关于财务规划,职场妈妈应该知道些什么, and what steps can they take to help their family work towards a confident financial future? 以下是给职场妈妈们的5条理财建议.
人寿保险有它的好处, and choosing a manageable life insurance policy is a critical step in your retirement planning. 它可以帮助你的家人支付临终费用, funeral and burial costs, and pay for estate taxes. It is essential you select a life insurance policy that could benefit you and your family in your retirement years. 这里有一些选择,可以和你的财务专家一起审查.
Since 1954, the Federal Open Market Committee (FOMC) has gradually increased rates to curb inflation thirteen times before considering reversing the hikes and bringing the interest rates back down. It is just something that happens, like crummy weather, while you are at the beach. One way to navigate a volatile market is to understand what is happening and how to prepare today for such an event.
通往繁荣的旅程不仅仅涉及高收入. It requires strategic planning, wise investment decisions, 对你的财务状况有敏锐的了解. On Financial Professional Day, explore how working with a financial professional could be a game-changer on your path toward a higher net worth.
通往繁荣的旅程不仅仅涉及高收入. It requires strategic planning, wise investment decisions, 对你的财务状况有敏锐的了解. On Financial Professional Day, explore how working with a financial professional could be a game-changer on your path toward a higher net worth.

Weekly Market Commentary

Gain insight into this week’s market news from our partners at LPL Financial. 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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