Financial Guidance for Individuals & Couples โ With Clarity, Confidence, and Care
At Elevate Wealth Advisors, we work with individuals and couples who are ready to take control of their finances and build a secure future with intention. Whether you’re advancing your career, growing your family, planning for retirement, or navigating a life transition โ we provide the guidance and strategy to support your next steps.
We serve:
- Couples looking to align their financial goals and make confident decisions together
- Individuals navigating life changes such as career shifts, divorce, or inheritance
- New parents balancing growing responsibilities with long-term planning
- Pre-retirees and retirees seeking income strategies that align with their goals and lifestyle
- Professionals who want to move beyond DIY planning and implement a more strategic, long-term approach
Our process is centered on understanding your risk tolerance, time horizon, and personal values โ because a good financial plan doesnโt just look good on paper; it needs to work in real life.
Services We Offer:
- Retirement income strategies tailored to your lifestyle, time horizon, and comfort with market risk
- Goal-based financial planning to prioritize and align with what matters most
- Wealth management that supports growth, stability, and long-term goals
- Tax-efficient strategies to potentially help you keep more of what you earn
- Risk protection planning including life, disability, and long-term care insurance
-
Legacy planning coordination
with your attorney to ensure your wishes are respected, including healthcare directives, powers of attorney, and wills.
Elevate Wealth Advisors, Michele Farrell, and Gradient Advisors, LLC do not provide ย legal advice, but will work with your attorney or legal advisor.
- Support through major life events, transitions, and decisions โ from marriage to caregiving