Request an Appointment

Name *

First

Last

Email *

Phone Number *

Suitable time to meet *

Message

Website

As founder and president of Elevation Capital Strategies, Cathy is committed to the financial success and confidence of each and every client. She built Elevation Capital Strategies to help keep investors on the path towards financial security and independence because everyone deserves a secure, independent retirement.

What We Do

Giving Back
What we do
Meet Our Team
Terms Of Use
Privacy Policy
Contact Us

Elevation Capital Strategies, earns 2019 Bend Award for Best Local Business

Corporate Office

775 SW Bonnett Way, Suite 220 Bend, OR 97702

Phone: 541-728-0321

Fax: 541-639-3456

Email: info@elevationcapitalstrategies.com

Medford Office

3501 Excel Drive, Suite 205 Medford, OR 97504

Phone: 541-779-4774

Fax: 541-639-3456

Email: info@elevationcapitalstrategies.com

Privacy Policy
Terms & Condition

Investment advisor services are offered by Elevation Capital Advisory, LLC, an Oregon a registered investment advisory. Insurance services are offered through Elevation Capital Strategies. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.

This information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.