Elevation Wealth Management

06/23/2026

Your 50s are your power decade. Kids heading to college, career hitting its stride, retirement on the horizon… it’s a lot to juggle.

That’s exactly why the Ascent plan exists. We help you protect what you’ve built, plan the legacy you want to leave, and make sure retirement doesn’t catch you off guard.

One conversation. Total clarity. Ready to own this decade?

06/18/2026

New house? Growing family? Big milestones deserve protection. 🏡

Our EWM Futures program, powered by our wealth.com estate planning platform, and utilizing our Assetmap planning platform, is built for young families: guardianship designations, a will that actually reflects your life, savings target for future goals, and a complete plan that grows with you.

You don’t have to be retired to need an estate plan. You just have to be starting something worth protecting.

Link in bio to get started.

06/15/2026

Financial Planning 104: Pay off high interest debts (credit cards, personal loans, etc) to help you save more money!

06/13/2026

Finally made it outside for some much needed golf! Our friendly competition ended in a tie, but that’s a good thing in soccer I hear? 😂

06/12/2026

06/03/2026

https://youtu.be/X3gxrPalYOc

Monthly Market Minute for May! Who needs a newsletter when we can b...

06/01/2026

Financial Planning 103: when your employer offers to match your retirement contributions… please take full advantage of it! It is free money going into your investments.

05/29/2026

College costs keep climbing, and the earlier you start saving, the better.

A 529 plan is one of the most tax-efficient ways to save for education. Your contributions grow tax-free, and withdrawals for qualified education expenses aren’t taxed either.

And here’s something new: if your child doesn’t use all the funds for college, they can now roll the remaining balance into a Roth IRA.

Ready to secure your child’s educational future?

Schedule a free consultation with us today and let’s talk about a 529 strategy that works for your family.

05/27/2026

Estate planning sounds complicated… But it doesn’t have to be!

With our new collaboration with wealth.com, you can protect your family, your assets, and your legacy in a simple and affordable process backed by AI and their estate planning professionals.

The best part… You only pay a consultation fee. No surprise costs, hourly billing, or intimidating price tag.

A simple and smart plan that gives you peace of mind!

Send us a message to find out more.

05/25/2026

From our Elevation Wealth Management family to yours, wishing you a peaceful Memorial Day filled with gratitude, good company, and reflection for those who made it all possible. 🇺🇸