The Wealth Syndicate
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Investment Management

Retirement Services

IRAs

401(k)

Roth IRAs

SEP IRAs

SIMPLE IRAs

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Individual Retirement Accounts

Qualified Retirement Accounts

The Wealth Syndicate has extensive experience with setting up and managing various types of personal retirement accounts.   We can customize plans for individuals in the beginning stages of their retirement savings, as well as make a smooth transition for retirees in need of rolling over their existing accounts.

Top quality employees are the key to a business's success, and offering competitive benefits are a great way to recruit and retain these employees.  The Wealth Syndicate assist business owners with creating and implementing retirement plans as well as provide ongoing education to their employees.
Contact us today to Learn More
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