We understand how important it is to have a team that’s on your side to make those decisions easier.
From the moment we sit down with you, we work to gain a thorough understanding of your financial position and your goals for the future, so we can design a personalized plan to get you there. Whether you’re saving for retirement or college, looking to expand the ways you protect your family and your home or planning for a major purchase, our local, experienced team has the tools and knowledge to grow your portfolio and help you pursue your goals.
Maybe you’re saving for a home or a dream vacation. Maybe you’re thinking about how to build wealth for the next generation. Goals change over time, so we design your plan to be flexible.
We work to understand your needs, your financial position and the unique factors that will determine the best strategy for you.
Each situation is different, so your advisor will design a plan that is unique to you. We will work with you to make adjustments over time so that your plan always reflects where you are and where you want to be.
Through careful planning and attention, we help you work toward your milestones, grow your portfolio and set new goals.
Our team is always on your side, and we are dedicated to developing strategies that grow your portfolio. How aggressive or conservative that strategy is depends on what you want to achieve.
To give you access to the best products and services available, we partner with LPL Financial, the largest independent broker/dealer in the U.S. LPL supports more than 14,000 financial advisors and manages nearly $500 billion in brokerage assets across the country.
Whether you’re just starting a career or a family, it’s never too early to begin setting aside for tomorrow. Our team is here to help you map out a plan that lets you live your life today, while preparing for a comfortable future ahead.
Our new managed platform, Guided Wealth Portfolios (GWP), provides personalized and objective investment advice through an online platform with 24-7 access to your accounts.
While other digital investing solutions, or robo advisors, offer online investment management, most don’t include a personal relationship with a dedicated financial advisor. Through this platform you can continue to work with a financial advisor dedicated to you and your financial goals while investing in a portfolio of low-cost exchange-traded funds (ETFs).
Get advice from an investment fidcuciary; only a phone call away.
See your GWP accounts in one place, open new accounts, view your portfolio and make updates via your personal portal.
Receive allocations designed for you and your savings goals. Benefit from trading techniques that may increase diversification while seeking to reduce taxes.
Guided Wealth Portfolios are available to those looking for an efficient way to manage their investments. GWP is available to investors age 62 and younger with more than 7 years to retirement, and with at least $5,000 to invest. This strategy may be suitable for younger investors who find value in the easily accessed online system.
If you have any questions about what investment strategy might be right for you, please give us a call.
Elements Wealth Management / 225 South East Street, Suite 156; Indianapolis, IN 46202 / (888) 425-0374 Toll-Free
Not NCUA Insured No Credit Union Guarantee May Lose ValueElements Financial Federal Credit Union and Elements Wealth Management are not registered broker/dealers and are not affiliated with LPL Financial.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AK, AZ, AR, CA, CT, FL, GA, HI, IL, IN, IA, KS, KY, LA, MD, MA, MS, MO, MT, NE, NJ, NY, NC, OH, OK, OR, PA, PR, SC, SD, TN, TX, VA, WA, WI.
Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are nonaffiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC. All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.