In today’s financial climate, it can be nearly impossible to confidently create a financial strategy on your own. Luckily, our firm offers dynamic, flexible strategies tailored to your needs.
At Elevation Wealth Partners, we specialize in providing collaborative financial advisory services to clients who value a partnership with their advisor.
We mainly work with two groups of clients: high-earning young professionals (aged 25-35) and individuals in their fifties who have been great savers and have assets built up already. We also work with clients of any age who have received a significant inheritance.
Financial planning is the cornerstone of our client relationships. In the same way that you wouldn’t venture somewhere unknown without a map, making sense of your finances requires a plan. We understand that managing your finances can be complex and overwhelming, which is why we believe it's important to work with a qualified financial advisor who can help guide you through the process. By working with us, you can have confidence in your financial future knowing that you have a plan in place to help you achieve your financial goals.
When you work with a CFP® Professional, you know that they have met rigorous education and experience requirements, and they commit to high ethical and professional standards. Learn more here: HERE
Estate planning involves more than just preparing a will – it also includes strategies for managing your assets during your lifetime, planning for incapacity, and minimizing taxes. We are here to help you navigate the complexities of estate planning and provide you with peace of mind knowing that your assets and loved ones will be taken care of according to your wishes. We coordinate with your estate attorney to ensure your investments are in alignment with your documents; this includes the titling and beneficiaries of accounts. We understand that people value our support and expertise during difficult financial times like bereavement. After a loved one passes away, Elevation helps you through the estate management process, including guiding you through probate, identifying and analyzing inherited assets, and avoiding missteps leading to a large tax-bill.
Taxes can have a significant impact on your financial situation, and effective tax planning can help you minimize your tax liability and maximize your after-tax income. Our experienced professionals can help you develop a tax strategy that is tailored to your individual financial circumstances. We stay up-to-date on the latest tax laws and regulations, and we use our expertise to help you make informed decisions about your finances. We work with you to identify tax-saving opportunities and develop strategies to help you achieve your financial goals while minimizing your tax burden. With our help, you can rest assured that you are making the most of your financial resources and minimizing your tax liability.
It’s essential to work with a professional financial advisor who can help you weather the ups and downs of turbulent markets.
Upon arrival at Elevation, you may have accounts with ex-employers, inherited from family, or at multiple investment firms. We will analyze all of your accounts and develop a coherent investment strategy. We use our expertise to help you make informed decisions about your investments. With our help, you can feel confident that your investments are being managed in a way that is designed to help you achieve your long-term financial goals.
Society has changed – most women will be responsible for their own finances at some point in their lives. Women encounter challenges such as divorce, bereavement, longer life expectancies, and wage gaps. These issues can make it more difficult to achieve financial security. Work with us to gain the tools you need to handle your finances with confidence.
Life insurance is a crucial step in ensuring that your loved ones are financially protected in the event of an unexpected tragedy. While it may be tempting to opt for the cheapest option available, it's important to consider the long-term benefits of a more comprehensive policy. We can work with you to determine the appropriate amount of coverage for you. By securing life insurance, you can be confident that your loved ones will be taken care of in the event of your passing. Let us assist you in making this important decision for your financial future.
Socially responsible investing, also known as impact or sustainable investing, has come into focus in our changing world. At the center of socially responsible investing is choosing investments that are more in alignment with your personal beliefs. We have an in-depth conversation with you to identify what is truly important to you. We can then tailor your investment portfolio to incorporate your values while still targeting growth to reach your goals.