Elements Wealth Management

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

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.

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!

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/

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.

⚓️ 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

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

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

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