Level the Playing Field and Create Financial Freedom.
Modern Financial Advisory in Silver Spring, MD
Investment Management | Retirement Planning | Insurance | Financial Education & Speaking
About DeWayne Ellis
Straightforward Financial Advisory in the Washington DC Metropolitan Area.
With over 20 years of experience in financial management, DeWayne Ellis thrives on using his specialized knowledge to make a significant and meaningful difference in his clients’ lives.
Offering freedom from the limitations of big-box financial firms, it is DeWayne’s mission to close the unspoken knowledge gap in financial planning.
By analyzing your unique financial situation and applying his specialized knowledge, DeWayne works with you to create a truly customized “roadmap” with itemized steps that are easy to follow.
Each customized roadmap has you in mind, not a sales quota or a hidden agenda to sell specific financial products. That’s the power of being an independent advisory!
We welcome all levels of financial situation. Whether you are starting from scratch or already have a plan and want a second opinion, DeWayne and TWS are ready to help!
DeWayne is also passionate about financial education in the Maryland and Metro Washington DC community. You can find more information about his speaking engagements here.
Contact Us to create a solid financial foundation, for now and the future.
8403 Colesville Road
Suite 1100
Silver Spring MD 20910
dewayne@thewealthsyndicate.com
202.486.6689
Services
Investment Management
Retirement Planning
Insurance
Financial Education & Speaking
What Makes Us Different
Freedom from the limitations of big-box firms
Easy-to-follow plans that are truly tailored, not formulaic
We meet you at your level of knowledge
Trustworthy and candid customer experience
Our Process
Financial planning is not “set-it and forget it”…it is a habit that must be tailored to fit your situation and evaluated over time. With the right tools and financial advisor in your corner, financial confidence and freedom are certainly within reach!
Learn more about each step of our process below.
“Good finances and wealth is not just for the rich. Everyone can create their own Pathway to Wealth.”
Get in Touch
Contact us to get started with a Discovery Call. We can’t wait to meet you!