Elevated Wealth Strategies

Holistic financial strategies tailored to your goals.

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The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

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Tax Planning Webinars

Helping to understand how taxes work in retirement.

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What is Portfolio Stress Testing?

Stress Testing is about assessing the potential impact of different scenarios (e.g. recession, covid-19, election chaos, etc.) on your portfolio and other investments. We can apply a quantitative approach to test economic and market scenarios that may help you make more prudent investment and financial decisions.

To get started on your complimentary Portfolio Stress just click on the Free Risk Analysis box below.

Who We Are

In an ever-changing financial climate, it can be difficult to confidently create a financial strategy, let alone have the time to manage one that can grow with you over the years. But without an up-to-date and flexible strategy in place, it can be difficult for you to achieve your goals.

Elevated Wealth Strategies is an independent financial services firm dedicated to assisting clients with their greatest financial concerns. We offer comprehensive investment management and financial strategies coupled with objective advice and recommendations. We believe in helping our clients achieve financial independence through education, professional knowledge and exceptional service.

Where You Are

We create financial strategies tailored to your goals.

Where You Want To Be

Years of experience have prepared us to guide you through life's transitions.

How You Get There

We believe values matter, and we live by ours every day.

How We Work

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.