Element Wealth, A Ross & Yerger Company

Element Wealth, A Ross & Yerger Company

Investment Management 800 Woodlands Parkway 12 employees
Employees
12
Contacts
3
Emails
3
Phones
3

Element Wealth, A Ross & Yerger Company Overview

Headquarters
800 Woodlands Parkway
Industry
Investment Management
Employees
12
Founded
2017
NAICS
Other Financial Investment Activities
Portfolio Management
All Other Financial Investment Activities

About Element Wealth, A Ross & Yerger Company

Element Wealth is founded on the principle that clients come first. Our team puts you ahead of corporate objectives. Our process and recommendations are based on aligning the best ideas with your objectives to create the results you desire. We report back to you in a transparent and readily available manner. We don’t fight technology – we embrace it to create better results and a better client experience. You Are Unique Between television, the internet, print media, and social media, there is no shortage of information or misinformation. With the bombardment of so many facts, it is becoming increasingly difficult to know what the right course of action is in regards to your financial health. The one thing that all of these experts are missing is the fact that you are unique! Your plan should fit your unique circumstances. Comprehensive Since you are unique, we take a holistic approach in working with you. We help you articulate your goals, evaluate all of your resources, and create a roadmap to get you where you want to go. Of course, life happens… so we continually monitor and adjust along the way. This flexibility assures that we are always on top of the changing economic and market landscape.

Element Wealth, A Ross & Yerger Company Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
3
75.0% coverage

Element Wealth, A Ross & Yerger Company Org Chart

Sample employees and titles
Name Title Contact
Jeremy L. (Lee) Yancey Investment Advisor Representative
View
Juli-Ann (Evans) Marquette Chief Compliance Officer
Email Phone
Lance Heisler Investment Advisor Representative
Email Phone
James P. (Jimmy) Bailey Investment Advisor at Element Wealth
Email Phone

Employees by Management Level

Individual contributor 3 profiles
Executive 1 profile
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
Operations 1 1 1
Sales 1 1 0

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