Elevate Financial Planning and Wealth Management

Elevate Financial Planning and Wealth Management provides customized financial planning and discretionary and non-discretionary portfolio management to individual and high‑net‑worth clients through a multi‑adviser team. In addition to one‑time and ongoing financial planning, the firm also advises on held‑away assets such as variable insurance contracts and employer‑sponsored retirement plan assets and coordinates with clients’ other professionals for implementation.

The firm tailors investment strategies to each client’s financial profile, using fundamental analysis, strategic and tactical asset allocation, and a mix of long‑ and short‑term approaches; portfolios are commonly allocated among mutual funds, ETFs, and individual equities. Elevate routinely leverages third‑party managers and turnkey asset management platforms (including Orion) for implementation and requires periodic reviews (quarterly for ongoing planning clients) to monitor and rebalance portfolios.

Distinctive aspects noted in the brochure include a relatively large adviser headcount (about 40 IARs) operating on roughly $107 million in assets under management and a recent transition to SEC registration after ending a prior affiliation, which is atypical among multi‑team peers. The firm has an affiliated insurance agency (and some IARs are licensed to sell insurance), and it uses paid lead‑generation (a SmartAsset subscription) and TAMP relationships—arrangements disclosed in the brochure that can affect implementation choices and potential conflicts of interest.