Our Philosophy

Our expertise goes far beyond securing financial futures. In fact, our team is highly trained in areas such as classical and modern philosophy, neuroscience, and psychology. The Elevate strategy focuses on managing risk as opposed to traditional wealth management firms that concentrate on rate of return. We apply a tightly coordinated and integrated approach to our clients’ finances by aligning your goals with suitable financial instruments, while managing risk and taxation to ensure our clients achieve their goals in the most efficient manner. Our methods include advising our clients’ lifestage wealth and cash-flow management. A lifetime will include goals that may be realized or sometimes change, and in order to reach these ambitions, clients must create a plan to save funds while also managing taxes, volatility, inflation, and risk.

The Elevate Process begins with the result because today’s actions affect tomorrow’s future. Retirement planning and financial independence is a journey, not a destination. A proper plan works when it rains, not just when the sun in shining. We focus on savings rate, tax management, cost reduction, and managing risk—not just the rate of return. Successful corporations are aware that it is impossible to manage or guarantee rates of returns, yet many financial firms claim to maintain these rates. We do not chase returns, instead we review the full spectrum of personal financial planning: income taxes, capital gains taxes, retirement, the money management life cycle, and the ‘buckets’ of taxation (taxable now, tax-free, and tax deferred).

Our firm’s specialization is understanding the nuances within the details while continuously maintaining awareness of the big picture. We have an authentic philosophy reflected in our work that relies on eight distinctions: Accountability, Partnership, Analysis, Mindfulness, Education, Transparency, Proactivity, and Integrity.