Elements Wealth Management

Home
United States
Indianapolis, IN
Elements Wealth Management

Our Advisors have more than 125 years of collective experience. Learn more at elements.org/Wealth.

Meet our Team: http://www.elfcu.org/elfcu-wealth-management/

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC; www.finra.org, www.sipc.org). Insurance products are offered through LPL or its licensed affiliates. Elements Financial Federal Credit Union and Elements Wealth Management are not registered as

a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Elements Wealth Management and may also be employees of Elements Financial Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Elements Financial Federal Credit Union or Elements Wealth Management. Securities and insurance offered through LPL or its affiliates are:

• Not Insured by FDIC or Any Other Government Agency
• Not Bank Guaranteed
• Not Bank Deposits or Obligations
• May Lose Value

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

11/12/2025

Think of your finances like a fitness plan — it takes awareness, consistency, and a good coach. 💪 Liz Wertz is here to provide you with 4 simple moves to build your financial strength!

11/03/2025

You’ve now got an extra hour to get ahead on your financial future — use it to meet with an LPL Financial Advisor! 🕐

Schedule an appointment today at elements.org/Wealth

10/30/2025

The WISE Financial Fitness event at Victory Field brought together a group of women in sports and entertainment to discuss all things investing and empowerment.

Our Advisor, Liz Wertz, led a workshop on the importance of investing — and how to approach it with Main Character Energy. ✨ Attendees had a ball designing customized clear bags with patches, perfect for sporting events!

A huge thank-you to WISE (Women in Sports & Events) , Indianapolis Indians, and everyone who joined us for an afternoon powered by financial fitness.

10/28/2025

With one extra hour in your week, you could make a lasting impact on your future — that single hour could set you years ahead.

Spend it wisely: meet with an LPL Financial Advisor to help guide you toward your goals. Because that’s what financial planning is all about.

Visit elements.org/Wealth to schedule a meeting!

10/22/2025

Autumn reminds us that patience pays off — in harvests and in portfolios! 🍂

In this week’s market update, LPL Researchers share that “Diversification, discipline, and a long-term perspective will be key to weathering any turbulence that may lie ahead.”

As markets adjust, staying disciplined is key. �Diversification, long-term focus, and professional guidance remain your best tools for stability through changing seasons.

Read the full weekly market commentary at https://www.elements.org/wealth/weekly-market-commentary/

09/18/2025

Last week, our team traded investment strategies for throwing strategies at the Fowling Warehouse! 🎳🏈

Through laughs and a little friendly competition, we were reminded that the best wins, on the lanes or in finances, come from having a great team by your side.

08/26/2025

⚓️ The Anchor. 🥾 The Trailblazer. 🧭 The Compass.

Every financial journey needs the right tools.
Whether you're looking for steady growth, long-term direction, or bold exploration—we'll create a strategy that fits your style.

Let’s find your perfect match. Book a free consultation today at elements.org/Wealth

08/20/2025

We can’t stop college costs from rising, but we can plan for it. A 529 College Savings Plan can help you grow your money tax-free, and qualified withdrawals (like tuition, housing, books, and more) are also tax-free!

🎓 Use the funds for K–12, college, apprenticeships, or trade school
🎁 Anyone can contribute—parents, grandparents, even family friends (think birthday or graduation gifts!)

Let’s build your college savings strategy together.

Book your free 30-minute consultation: elements.org/Wealth

08/12/2025

What are you investing in? Drop an emoji that matches your goal!
💭 Chasing a lifelong dream
🎓 Saving for your child’s education
🏌️ Planning for a confident, carefree retirement

From stocks and mutual funds to 529 Plans and IRAs, our advisors help you make your money work toward what matters most.

Schedule a free 30-minute consultation today: elements.org/Wealth

08/05/2025

Talking to one of our financial advisors can help ease your stress.

Having a plan, and a trusted guide by your side, can make all the difference in how you feel about your finances!

Book your free 30-minute consultation with an advisor: elements.org/Wealth

Address

225 S East Street, Ste 156
Indianapolis, IN
46202

Website

http://elementswealth.org/wealth

Alerts

Be the first to know and let us send you an email when Elements Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Want your business to be the top-listed Accountant in Indianapolis?