Elevated Wealth Management

by Elevation Capital Advisory

Elevated Wealth Management

Are the ups and downs of the market causing you to stress about your retirement? You can’t control the market, but you can control how you invest in the market.

What if your investments were able to actively assess market conditions and get in or out when it made sense? This is called active management and it is how we manage money at Elevation Capital Advisory.

Our reputation is built on a long track record of working with people through the market ups and downs. We provide financial advice to those who want to actively grow their assets while having a strategy in place to help minimize their downside exposure.

We are not trying to hit a “home run” year over year in the markets. We believe it is about consistent wins “one base at a time.”

It is about growing and protecting your wealth so that you can enjoy your retirement and the fruits of your labors.

Elevated Philosophy

We believe that regardless of market conditions, if you look in the right places, you can still make money. Some people look at the big picture, while others look at the granular details. We believe in looking at groups that move together. It helps us actively invest with greater efficiency and a higher probability of better returns. We do this by categorizing investment opportunities by sector. From there, it is a simple as looking for the right trends to invest in and sell out. Here is a brief outline of how we invest:

  • RActively manage by sector
  • RCut losses quickly when markets go down
  • RInvest more when markets go up

Elevated Discipline

We only use investments that are aligned with your goals and risk tolerances. Each portfolio is uniquely crafted based on your specific needs and level of comfort. Each portfolio is built to help provide the right amount of durable income in retirement.

The investments provided are designed to offset the long-term effects that inflation can have on your income. They are chosen to help maintain an appropriate amount of liquidity for unexpected expenses. We will recommend avoiding high-fee investments like Variable Annuities or loaded Mutual Funds. Unnecessary fees can have a significant negative effect on your returns.

We actively manage investments in a tax-efficient manner to help reduce any unnecessary future tax liabilities. Tax rates may be going up significantly. We are here to help you prepare with a plan. Our goal is to allow you to go out and enjoy your retirement without having to worry if tomorrow will be a good day or a bad day in the stock markets.

Strategies for Financial Independence

Cathy, Ryan, and Derrick, along with their staff, focus on helping individuals create retirement strategies using a variety of financial products to custom suit their needs and objectives. All are licensed insurance professionals with Elevation Capital Strategies. Ryan Sanford and Derick Hanson are Investment Adviser Representatives with Elevation Capital Advisory, LLC. Insurance products and services offered through Elevation Capital Strategies. Investment advisory services offered by Elevation Capital Advisory, LLC., an SEC Registered Investment Advisor.

Our simple no-obligation 4-Step Review is a great way of helping you to determine if your current strategies match up with your plans for today and for your future.