The Wealth Syndicate
  • Full Service Advisory
    • Investment Management >
      • Individuals
    • Our Planning Process
  • ABOUT US
    • Biography
    • How We Get Paid
    • Testimonials
  • PRODUCTS & SERVICES
    • Investment Planning
    • Financial Planning >
      • Financial Plans
      • Life Events
    • Retirement Services
    • Insurance Planning
  • Get Educated
    • Speaking Engagements
  • CONTACT US
    • Upcoming Events
    • Store
Picture

"You have a mechanic to fix your car.  Why not have a financial advisor to fix your finances?"

-DeWayne Ellis

The Wealth Syndicate uses a defined process in creating a viable financial plan that will provide projections based on a client's current financial position, planning efforts and achieving their goals.  We provide our clients with a comprehensive financial plan that is customized with specific strategies and tactics. 
Picture
An essential part of any financial plan is to prepare for the unknown
Picture
Professional asset management of various securities & other assets is key to a successful financial plan
Picture
The planning really starts after the plan has been created
We believe in putting our clients financial goals first, educating them on complex financial matters and providing them with a comprehensive plan.  Our goal is to provide financial plans that includes the basic tenants of financial planning, create a realistic strategy and provide ongoing follow-up and communication to assist clients in executing their plan.  

Let's start planning your financial future today!
talk with a financial planner today
initial planning questionnaire
DeWayne Ellis
​8403 Colesville Road
Suite 1100
Silver Spring, MD  20910
202.486.6689
@ 2016 by The Wealth Syndicate, LLC.  All Rights Reserved.
  • Full Service Advisory
    • Investment Management >
      • Individuals
    • Our Planning Process
  • ABOUT US
    • Biography
    • How We Get Paid
    • Testimonials
  • PRODUCTS & SERVICES
    • Investment Planning
    • Financial Planning >
      • Financial Plans
      • Life Events
    • Retirement Services
    • Insurance Planning
  • Get Educated
    • Speaking Engagements
  • CONTACT US
    • Upcoming Events
    • Store