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
要素财富管理, 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.
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.
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商/交易商, 据《利记》报道, 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.
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.
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.是LPL Financial的子公司.
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.
In the Industry Since 2006 | Joined Staff in 2009
Contact Stephen
1-317-524-5008
sbrennan@shimanocurado200e7.com
Indianapolis Office
东南街225号，156室
Indianapolis, IN 46202
In the Industry Since 2017 | Joined Staff in 2017
Contact Noah
1-317-524-5058
ndennis@shimanocurado200e7.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
1-317-524-5092
rmark@shimanocurado200e7.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
1-317-957-7448
zschroer@shimanocurado200e7.com
Indianapolis Office
东南街225号，156室
Indianapolis, IN 46202
In the Industry Since 2021 | Joined Staff in 2021
*Eli Lilly and Elements Wealth Management are not affiliated with LPL Financial.
Contact Liz
1-317-957-7620
lwertz@shimanocurado200e7.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
1-317-524-5142
jwolf@shimanocurado200e7.com
Indianapolis Office
东南街225号，156室
Indianapolis, IN 46202
In the Industry Since 2022 | Joined Staff in 2022
Contact Katherine
1-317-524-5035
kmills@shimanocurado200e7.com
Indianapolis Office
东南街225号，156室
Indianapolis, IN 46202
In the Industry Since 2003 | Joined Staff in 2023
Contact Amanda
1-317-957-7469
arichmond@shimanocurado200e7.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@shimanocurado200e7.com
Indianapolis Office
东南街225号，156室
Indianapolis, IN 46202
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@shimanocurado200e7.com
Lafayette Office
1527 Kossuth Street
Lafayette, IN 47905
In the Industry Since 2022 | Joined Staff in 2022
支持LPL财务顾问:
Contact Hailie
1-765-447-0000
hrobinson@shimanocurado200e7.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.
The Importance of Choosing the Right Life Insurance Policy for Your Retirement Years
Indianapolis Office
东南街225号，156街
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
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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