Elevate Wealth Advisors

Maximize and protect your wealth

Financial planner in Oregon City, OR (show on map)

5.0

★★★★★

32 reviews

Independent financial advisory firm specializing in downside protection, wealth preservation, and organizing clients' financial households.

Call (503) 607-0809

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About

Elevate Wealth Advisors is a specialized team of financial professionals focused on reducing unnecessary risk and ensuring clients' financial households are in good order. They employ strategies that seek to minimize downside risk rather than relying solely on traditional diversification.

Their proprietary 'Playbook' process organizes all relevant financial information into a working binder covering seven fundamentals of financial planning. They work closely with clients' CPAs and attorneys but do not provide tax or legal advice directly. Securities and advisory services offered through LPL Financial, a registered investment advisor and member of FINRA/SIPC.

Specializes in downside protection strategies rather than traditional diversification

Proprietary 'Playbook' process organizes entire financial household

Independent advisory - no employer agenda, serves client directly

Avoids technical jargon and traditional 'cuff links, starched-shirt attitude'

Works closely with clients' CPAs and attorneys

Focuses on seven fundamentals of financial planning

Services

Wealth Management & Financial Planning

Comprehensive financial planning using the proprietary Playbook process to organize and manage clients' entire financial household.

Net Worth Statement creation Goals and Objectives setting Financial Statements organization Performance tracking

Downside Protection Strategies

Investment strategies designed to minimize downside risk and protect wealth during market downturns.

Risk reduction strategies Predictable income generation Consistent growth approach Government guaranteed securities options

Estate Planning Coordination

Review and organization of estate planning documents including wills, trusts, and beneficiary designations.

Estate document summary Beneficiary designation review Probate bypass analysis Trust effectiveness review

Insurance Review

Review of insurance policies to ensure appropriate coverage levels without over-insurance.

Policy detail review Coverage adequacy assessment Over/under insurance identification Insurance tracking system

Tax Coordination

Work with clients' tax professionals to manage tax liability from investments and organize tax documents.

Tax document organization CPA collaboration Tax liability management from investments Tax time preparation

Social Security Planning

Analysis of Social Security claiming strategies and their impact on retirement income and taxes.

Claiming strategy analysis Tax impact assessment Maximization planning Pension coordination

Credentials & Certifications

CFA (Chartered Financial Analyst)

CFP (Certified Financial Planner)

ChFC (Chartered Financial Consultant)

FINRA BrokerCheck

LPL Financial Registered Representative

FINRA Member

SIPC Member

Reviews

Rating

★★★★★

Reviews

"Prompt, professional service that delivered exactly what I needed."

Frequently Asked Questions

Why does Elevate Wealth Advisors emphasize downside protection? +

Clients are typically five years away from or in a state of financial well-being (independently wealthy/retirement). They want to avoid setbacks like 2008 or 2000 and don't want to take a haircut on investments. Focusing on strategies that reduce downside risk is their specialty.

How does Elevate's downside protection differ from typical investment shops? +

They employ strategies that seek to effectively minimize downside rather than relying on traditional diversification ('free lunch'). The average investment shop hasn't taken the extra efforts and education to employ these more advantageous strategies.

Does protecting the downside limit the upside? +

No, not necessarily. While there is no 'free lunch,' giving up growth isn't always the case for employing protection strategies. Many investment shops haven't educated themselves on these approaches.

Does Elevate provide tax advice or legal advice? +

They manage tax liability from investments but don't prepare tax returns or give tax advice. They work closely with clients' CPAs and attorneys to ensure advice is implemented in the plan.

Why does Elevate use the Playbook? +

The Playbook is a proprietary process developed over decades of experience that organizes all relevant financial information in one place. It addresses the most meaningful things in a client's financial household rather than generating meaningless computer-generated reports.

How does the Playbook differ from my current financial plan? +

Traditional financial plans are often computer-generated reports that gather dust. The Playbook addresses the most meaningful financial considerations in a working binder that is part of the ongoing process of working together.

Why would I not be a good fit for Elevate? +

If you believe in asset allocation or just buying the SP500, believe in timing the market, or are looking for hot investment picks, you might be better off elsewhere. They also require sufficient assets to manage.

What does it mean to work with an independent financial advisor? +

As independent advisors, they don't push an agenda or serve an employer. They serve the client and design/pick services best suited for the individual.