LGBTQ+

Financial Guidance with Pride, Purpose, and Protection

As a proud member of the LGBTQ+ community and a financial advisor with the CEPA designation, I created Elevate Wealth Advisors to be a safe, affirming space where you’re seen, heard, and supported—without assumptions or judgment. My mission is to help you grow, protect, and pass on your wealth in a way that reflects your life, your relationships, and your values. I know firsthand how vital it is to work with someone who truly understands both the financial complexities and the personal nuances our community can face. What I Offer LGBTQ+ Clients: I provide holistic, judgment-free financial planning tailored to individuals, couples, and families in the LGBTQ+ community. Services include:
  • Financial planning for LGBTQ+ families (including chosen family, unmarried couples, adoption planning)
  • Life insurance and disability coverage that protects you and your loved ones without outdated assumptions
  • Retirement strategies designed to optimize Social Security and retirement income, especially for those impacted by past legal inequities
  • 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   legal advice, but will work with your attorney or legal advisor.

  • Business exit planning for LGBTQ+ entrepreneurs looking to transition, sell, or pass on their companies
  • Gender-affirming care financial support strategies (e.g., planning for procedures or navigating insurance gaps)
  • Medicare plan selection support with an understanding of LGBTQ+-specific considerations in healthcare
Why Clients Choose Me:
  • I bring personal lived experience along with deep industry knowledge.
  • I reject one-size-fits-all planning. Your identity is not a checkbox—it’s a core part of how we plan.

  • I maintain a strategic partner network of CPAs, estate planning attorneys, and healthcare experts—who share my values.

  • My approach is fully confidential, inclusive, and rooted in mutual respect.
Inclusive and Affirming, Always: Diversity and inclusion aren’t marketing buzzwords here—they’re part of the foundation. At Elevate Wealth Advisors, every plan is personalized. Every client is valued. And every part of your life is taken seriously.