Matt Lerch's Contact Details

Matt Lerch's Company Details

Elements Wealth Management

Indianapolis, IN, US • 20 - 49 Employees
Financial Services

The Elements Financial mission statement is: "Build Lifelong Relationships to Support Our Member's Financial Success". Elements Wealth Management supports this objective by expanding the credit unions financial offer with non-insured (non NCUA insured) deposit products, investment advisory, financial planning and insurance services. From investment accounts for children through estate planning, Elements WM is able to provide "cradle to grave" strategies for our members.Our Financial Advisors are the core of our offer and we endeavor to attract and retain FA's and Sales Assistants with outstanding credentials and the highest degree of professionalism. While we value to individualized approach each of employee takes with our clients, we are committed to providing a service that is objective and fairly priced for our membership regardless of which advisor they engage.Disclosures:Not NCUA Insured - Not Credit Union Guaranteed - May Lose ValueThird-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The LPL Financial representatives associated with this site may discuss and/or transact securities business only 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, WISecurities offered through LPL Financial, Member SIPC www.sipc.org. Insurance products offered through LPL Financial or its licensed affiliates.