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July 2020 | Elements WM Branch Changes

We have made adjustments to our Wealth Management branches.

As we continue to monitor the ever-changing situation all of us are facing, we wanted to inform you of how we are adjusting to our new circumstances and procedures. We enjoy working with clients face to face; however, we understand if you prefer to conduct business by phone. 

LAFAYETTE LOCATION

Effective immediately, we will be open for appointment-only client meetings during our normal business hours of 8:30 AM to 4:30 PM Monday-Friday. Masks are available to visitors. 

INDIANAPOLIS LOCATION

Our Indianapolis location is currently closed. Our team is prepared for video or phone meetings. To schedule a meeting, reach out directly to your LPL Financial Advisor.

Request a Complimentary Consultation 

If you do choose to visit our office, please be aware of the following guidelines we’ve introduced:

Employee Screening 

  • All employees will be screened for COVID-19 symptoms daily before coming to work. 
  • All employees will wear face coverings based on each visitor’s request. 

Enhanced Cleaning and Sanitizing Protocols 

  • The office conference room will be cleaned/sanitized after use with each visitor. 
  • Any other surfaces used by visitors will be cleaned/sanitized before the next appointment. 
  • All high-touch surfaces will be cleaned/sanitized regularly. 

Hygiene Measures for Employees and Visitors 

  • All employees and visitors will have access to hand sanitizer and an area for handwashing. 

Please contact your Advisor to set up a phone or in-person meeting. Thank you for your continued trust in our expertise at Elements Wealth Management.

Contact An Advisor

Wealth Management

Elements Wealth Management
225 South East Street; Suite 156
Indianapolis, IN 46202

1-888-425-0374

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