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Life Events

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"Financial planning is not just having a 401(k).  It is having a full plan that covers many different life events."

We at the Wealth Syndicate know that life can take you in many directions.  An integral part of financial planning is preparing for the unknown and having the tools to manage those changes. The Wealth Syndicate takes a holistic approach to planning and creates strategies that can help you navigate through the many changes of life.
  • College Savings
  • New Marriage or Divorce
  • Job Loss or Career Change
  • ​Family Illness or Untimely Loss of a Loved One
talk to a financial advisor today
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