Elevated Wealth LLC

Elevated Wealth provides comprehensive wealth management and financial planning to individuals, high‑net‑worth clients, trusts, estates, and small business entities. Services include ongoing discretionary portfolio management, project‑based and ongoing financial planning, retirement and tax planning, college savings, estate planning support, and recommendations of third‑party money managers and other professionals.

The firm combines fundamental and technical analysis, mutual fund/ETF evaluation, and asset‑allocation work to tailor portfolios across passive and active strategies to clients’ risk tolerances and goals. Operating as a fiduciary and a fee‑only adviser, it typically manages accounts on a discretionary basis while permitting reasonable client‑imposed restrictions, conducts at least annual reviews, and provides ongoing access to a planner for implementation and monitoring.

Distinctive features noted in the brochure include in‑depth planning capabilities for matters such as non‑qualified deferred compensation, employee benefits optimization, and business planning, and a stated practice of participating in meetings with clients’ tax or legal advisors. The firm also highlights use of institutional custody platforms (including relationships with Charles Schwab and Altruist) for trading and back‑office support and may waive standalone planning fees when clients engage its asset management services.