Elevate Wealth Management

Elevate Wealth Management provides discretionary investment management, financial planning, retirement-plan consulting, and related advisory services to individuals, high‑net‑worth clients, families, trusts, retirement plans, and select institutional entities. The firm offers separately managed accounts, access to independent third‑party managers, alternative investments, cash management solutions, and educational seminars as part of its comprehensive advisory platform.

The firm emphasizes diversified strategic and tactical asset allocation with a mix of equities, fixed income, mutual funds/ETFs, and alternatives, and uses fundamental and quantitative analysis along with model‑manager selection to implement client portfolios. Elevate works on an ongoing discretionary basis with client risk profiles and objectives, offers impact/ESG options including Biblically Responsible Investing, and discloses that it may recommend limited borrowing or margin in client accounts for specific non‑investment financing needs while charging fees on assets gross of any borrowing.

Compared with many peers, Elevate discloses a formal affiliation with another SEC‑registered adviser (Frontier Asset Management), its use of paid promoters/endorsements under the new Marketing Rule, and referral/partnership compensation arrangements (for example, a disclosed fee from the Flourish Cash program) — all items the firm identifies and discloses as potential conflicts. The brochure also highlights a small advisory team managing a relatively large asset base and the firm’s explicit procedures for third‑party manager due diligence and for handling IPO allocations and legacy positions.