Welcome to Private Client Services From Elements

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Private Client Services from Elements offers you personalized solutions to managing your financial goals. As a credit union, we always have best interests in mind. As a team of experts, we have the strategic know-how to help you live your life today and plan for your future tomorrow.

You’ve spent years building your success. Now let us help you manage it.

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What are private client services?

Private Client Services from Elements offer you a customized and comprehensive approach to managing your financial goals. As an Elements Private Client, we will match you with a representative who will get to know you and your financial goals personally. Your representative will be here to support your entire financial well-being – from maintaining your day-to-day accounts to aiding you through your most important financial decisions and opportunities.

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You value your time. So do we.

As a private client, our team of specially trained professionals will take care of managing your accounts across the board, so you have more time to dedicate to the things you enjoy.

Hover to learn more about what we can help you with:

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Wealth Management

We have staff to handle the day-to-day, so you can focus on the things that really matter. If you invest with us, our Wealth Management team will keep a close eye on your accounts to make sure your investments are performing. And as expected, your information will always stay secure.

Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.

Not NCUA Insured No Credit Union Guarantee May Lose Value

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We will do the heavy lifting to help you get pre-approved for personal and business loans, so they are ready and waiting the moment you need them. We will also help you navigate the process of large financial decisions, such as preparing for and managing a mortgage or home improvement loan.

Equal Housing Lender
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Our skilled team will have your back - and save you time - on searching for strategic opportunities to grow your wealth.

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Concierge service to fit your life

If you are already a member with us, then you know we value each and every one of our members and provide unique service and helpful tools. We recognize that greater financial responsibly requires more time and attention, and so we offer access to a higher level of flexibility and support to our Elements Private Clients. This means concierge service available outside standard hours, direct access to a team intimately familiar with your assets and goals and services that extend to your family members.

You will enjoy access to premium products such as the Signature Rewards Visa Credit Card, and a partner to help you navigate the process of securing a mortgage or home improvement loan. We can help you establish personal lines of credit or enroll you in one of our unique professional programs.

Whatever your needs, our Private Client team is here to make meeting them easier.

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“The representative from Elements Private Client made it easy for me to become a member. Over a Starbucks cup of coffee, she met with me and we established an account relationship right there, right then. That easy!”

- Mark Joseph, Noblesville, IN

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I was a private banking client at a national bank for over 20 years. I had been wanting to make a change in my banking provider for many years but didn’t want to spend the time and hassle to make the switch. Elements’ Private Client representative made the transition simple and seamless. She also walked me through their mobile banking application. It was also simple to use and very intuitive. Her proactive follow up with me is excellent. I couldn’t be more pleased.

- Cindy Zweber-Free, Regional Vice President, Allied Solutions, Indianapolis, IN

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Personal attention and guidance

Our Elements Private Client team uniquely combines the superior service of a credit union with the resources and expertise of a much larger institution. You will have immediate answers to your questions and personalized solutions developed based on knowledge of your unique situation, goals and needs. As a partner in your success, we will help manage your needs today and develop long-term strategies to help you achieve your goals for tomorrow.

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Embrace the value you deserve with the only card you’ll ever need. The Signature Rewards Visa Credit Card from Elements is the perfect card to help you get the most out of your on-the-go lifestyle. Enjoy great deals on the best hotels, resorts and attractions, no international travel fees and 24/7 access to Visa Signature Concierge. Click here for details.

With Private Client Checking, your personally-matched private client representative will be here to support your entire financial well-being. We go beyond managing your cashflow to give you one-on-one service, flexibility and convenience you expect with the great rates you desire.

Federally Insured by NCUA.

At Elements, your goals are our goals. We can help you upsize, downsize or refinance while saving you time and money on rates, fees and closing costs. Offering traditional, jumbo, and other niche mortgage programs our locally-based team works collaboratively under one roof to bring quick and experienced answers to your home buying and mortgage needs.

Let’s get started.

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