Noah Dennis & Liz Wertz Elements Wealth Management

Noah Dennis & Liz Wertz Elements Wealth Management Creating personalized financial plans and investment strategies to perfectly align with each client.

AdvisorHub just released their 2026 Advisors to Watch: Next Gen ranking — 50 advisors under 45 recognized nationally for...
06/17/2026

AdvisorHub just released their 2026 Advisors to Watch: Next Gen ranking — 50 advisors under 45 recognized nationally for growth, client service, and professionalism.

I'm #17.

What I find meaningful about this list isn't the number — it's what it measures. Not just AUM, but growth in client households, regulatory record and community involvement. It rewards advisors building something sustainable, not just something big.

Shout out to my clients: the ones who referred people they care about, and the ones who trusted the process when markets made that hard.

🔗 Full rankings in comments.

06/17/2026

Come with me for Purpose Day 2026

The market is LOUD right now. Here's what it actually means for YOUR money. 📊Whether you're just starting out, raising a...
04/23/2026

The market is LOUD right now. Here's what it actually means for YOUR money. 📊

Whether you're just starting out, raising a family, or thinking about retirement, this one's for you.

💾 Save this post — you'll want to come back to it.
🔁 Share it with someone who needs to hear it.
👇 Drop your biggest money question in the comments. And remember, there's no such thing as a dumb question.

2️⃣0️⃣2️⃣5️⃣, wrapped. A year of growth, trust, education and community. ✨💗🤑If 2026 is your year to get intentional with...
12/08/2025

2️⃣0️⃣2️⃣5️⃣, wrapped. A year of growth, trust, education and community. ✨💗🤑

If 2026 is your year to get intentional with your finances, send me a message and let's connect!

The real flex isn’t a corner office on the top floor, it’s spending the morning eating bagels and biking to school with ...
08/06/2025

The real flex isn’t a corner office on the top floor, it’s spending the morning eating bagels and biking to school with your kindergartener and third grader on their first day. 🥯🚲✏️💖

Best of luck to all the Indianapolis Public Schools teachers and staff as they kick off the school year! If you’d like to talk about your 403b, send me a message to set up a complimentary meeting. 🍎

📈🎼What exactly ARE market indexes? Think of them as curated playlists for the stock market—each one has its own vibe and...
07/03/2025

📈🎼What exactly ARE market indexes? Think of them as curated playlists for the stock market—each one has its own vibe and tracks different ‘artists’ to show you how that style of music is performing. 🎶🎧

Whether you’re just starting your investment journey or looking to brush up on the fundamentals, swipe through to learn more about INDEXES.

🏀 As a proud Hoosier watching our Indiana Pacers take on the Knicks tonight, I can't help but draw parallels between pla...
05/29/2025

🏀 As a proud Hoosier watching our Indiana Pacers take on the Knicks tonight, I can't help but draw parallels between playoff basketball and smart investing:


🗝️ Diversification is key - Just like the Pacers need contributions from their entire roster, your portfolio needs assets across different sectors and risk levels.

🥵 Stay disciplined during pressure moments - The best players (and investors) stick to their game plan when the stakes are highest, not when emotions run hot.

🏆 Every possession counts - In close playoff games, teams can't afford to waste opportunities. The same goes for your financial future - those "small" monthly contributions and automatic investments add up to championship-level wealth over time.

Whether you're cheering from your couch or building your financial future, consistency and patience usually win the game. Go Pacers! 💙💛

🏁🏎️ It's May in Indy, you know what that means! 🏆 🥛 Whether it's a quick pit stop for a financial check in, or a full tu...
05/19/2025

🏁🏎️ It's May in Indy, you know what that means! 🏆 🥛

Whether it's a quick pit stop for a financial check in, or a full tune up on your financial plan, let's get together to make sure your retirement finish line is in sight. Reach out directly at: www.elements.org/LWertz

🚦What's your favorite race day tradition? Comment below! 🚦

"Fashion show! Fashion show! Fashion show at lunch!" (any other Office fans out there??)But in all seriousness, it's alw...
05/13/2025

"Fashion show! Fashion show! Fashion show at lunch!" (any other Office fans out there??)

But in all seriousness, it's always an honor to support Prevail, Inc at their Spring Fashion Luncheon Fundraiser alongside amazing Elements Financial colleagues.

Prevail is a local non-profit dedicated to empowering victims of crime and abuse on their path to healing. Since 1986, they have assisted over 70,000 survivors and their loved ones navigate their trauma and put the pieces of their lives back together. To learn more about the organization and/or donate directly, visit them at: https://prevailinc.org/

Happy Tax Day to all who celebrate! 🎉🤪💸 Are your investments being managed in a tax efficient manner? Is your financial ...
04/15/2025

Happy Tax Day to all who celebrate! 🎉🤪💸 Are your investments being managed in a tax efficient manner? Is your financial plan taking possible tax code changes into consideration? There's only one way to find out... 😉

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