The Wealth Management Advisors
the DMV Trusts
Life is full of financial challenges that can be overwhelming, but it doesn’t have to be that way. You have the power to take control of your finances and create the life you dream of. Whether you are just starting out or looking for a financial advisor that can elevate your situation, you deserve someone who truly understands your hopes, fears, and aspirations. At Ellevation, we believe that each person is unique and has a definition of success that is all their own. It’s your definition of success that defines ours.
We take the time to get to know every client personally and work together in a collaborative process to help you achieve your financial goals. You are never just a number to us – you become a part of our family. We are here to help you define your ideal financial self and empower you with the knowledge, tools, and strategies necessary to turn your dreams into a reality. We believe your success encompasses both the monetary and the personal. We want you to have enough money to take care of your responsibilities, but also to reach your purpose, live your best life, and leave a lasting legacy. Start your journey to financial freedom and join us today!
A solid plan starts with a simple conversation.
When it comes to financial planning, there’s no timetable for getting to know you, your family, and your values. We dig deep into your situation to discover where you want to be and what’s holding you back. Only after your needs are truly understood, are strategies and options discussed. We explain pros and cons, never selling a product and certainly never lecturing. Over thoughtful conversations, we help you clearly understand how to achieve your goals and reach your ideal financial life faster.
Navigate your finances and future confidently.
What’s a sensible budget? How can you consolidate debt? Are your investments tax efficient? Have you planned for your future—children’s education, retirement, and leaving a lasting legacy? We help you take charge of every aspect of your financial situation—wherever in life you may be.
Elevate: Enrich Lives by Elevating Value And True Engagement
ELEVATE. Stepping stones to help you reach a secure and fulfilling future.
Our collaborative financial planning process helps you rise from fear and frustration and elevate to security and triumph.
We’ve become a top wealth management firm because we are dedicated to walking beside you every step of the way. Let’s ELEVATE.
Establish
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We pride ourselves in establishing relationships that last, in many cases, for generations to come. We do this by establishing an open dialogue, getting to know YOU, the family behind the finances, and your whys? We’ll establish your goals, needs, and expectations and also make certain we’re a good fit for each other before any engagement.
Legacy
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Our ultimate goal is for you to live your best life and leave a lasting legacy for generations to come. We do this by providing you a clear path to meet or exceed your goals, no matter what may come your way. We know life has it’s way of throwing curve balls when you least expect it, but that shouldn’t prevent you from being able to adjust and thrive. We’ll adjust whenever necessary.
Evaluate
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Everything starts with getting to know you. Evaluate and reflect on where you are today. Where are you engaged? What are your aspirations for the future? What gets you out of bed in the morning? What personal and professional transitions do you see in the years to come? These discussions ensure we understand the situation through your eyes—what you desire and are working towards.
Vision
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We structure a financial plan that provides a practical step-by-step framework for aligning your goals with your finances. This clear vision brings your future into focus. We live in a complex world with tax laws, estate planning laws, and numerous investment and insurance vehicles. Our professionals structure your plan taking many different disciplines into account.
Achieve
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We help our clients achieve their financial and legacy planning goals through tailored advice and guidance, comprehensive financial plans that align with risk tolerance and investment goals, and estate plans that will ensure your lasting legacy. Our aim is to empower our clients with the knowledge to achieve financial stability, peace of mind, and clarity and confidence of secure futures…all while living your best life!
Transparency
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At Ellevation, we believe in transparency. We are open about our fees, processes, and services to help you make informed decisions. Transparency about fees allows you to assess value and manage expectations accordingly. Transparency in processes ensures that your needs will be met efficiently and effectively, and transparency in services ensures that you receive accurate descriptions of benefits and limitations.
Execute
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This is where your vision is aligned with your structure—transforming it into reality. Your advisor is your partner and guide, working with you to implement and execute your plan. We are there to answer questions, proactively check-in, and help ensure everything stays on track. And we know life happens. By building flexibility into your plan and always being one phone call away, we help keep you prepared as your life—and the world—changes.
