Get the personal attention you need and then some.

At Elevare, we help your advisor handle the behind-the-scenes business details so their attention can be fully on you.

In supporting your advisor, we bring value to you.

Our supportive culture and environment allow our advisors to focus on what matters most—you.

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Extraordinary Care

Your advisor has bandwidth to take care of your financial life, always with a holistic view.

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Valuable Resources

Gain access to the same complete network of professionals and financial resources as your advisor.

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Tech & Admin Support

Since we help cover a lot of the basics, you get a financial professional who’s not bogged down in the busywork.

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Our Commonwealth Partnership

Our partnership with Commonwealth puts a wealth of professionals and resources at your fingertips.

Here are some of the things our advisors commonly help with.

If you don’t see your questions listed here, get in touch anyway. This is a list of common needs, but with our experience, resources, and network, we’re pretty sure we can crack whatever you throw at us.

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Financial Planning

We believe that a financial plan should be at the core of every client/advisor relationship. It captures all of your goals and resources, and informs the decisions we make to help you grow into your future. Our advisors are here to consult with you on the big picture and all stages of your financial life.

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Retirement

Prepare and save, understand your income streams, navigate Social Security, and plan to live it the way you want.

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Building Wealth

Save for goals like retirement, buying a house, and saving for your kids’ college. We’ll make your plan and priorities clear.

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Owning, Running & Exiting a Business

Balance between the business and personal in your financial needs, get help offering a 401(k) plan, and plan a smooth exit.

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Generational Goals

Help send the next generation(s) to college or plan to leave an inheritance. We’ll help you work it into your plan.

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Risk Management

Make sure your financial plan reflects your personal risk tolerance and timelines.

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Charitable Giving

Give from the heart. We’ll make it strategic. Our advisors can work the causes you care about into your bigger picture.

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Extra Insight

Get up to speed on this month’s market trends.

​Market Update