ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT

Overview

Elevate Financial Planning And Wealth Management is an independent registered investment adviser operating as a limited liability company and run by an individual owner. The firm targets individuals and families, offering comprehensive financial planning alongside discretionary portfolio management for individuals and small businesses. Its fee model blends a percentage-of-assets structure with fixed-fee engagements, allowing for both ongoing wealth management relationships and project-based planning work. Investment activity is equity-centric: the firm allocates the bulk of client capital to exchange-traded equities and uses discretionary authority across its client base. Elevate acts as a capital allocator when appropriate, selecting outside managers and funds to gain exposure that is difficult to source through liquid public securities alone. It is not positioned as an ESG-focused investor; instead the emphasis is on core equity exposure supplemented by managed access to alternatives and insurance products to meet income, growth and downside management objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices