Welcome to Elevation Wealth Management

Elevation Wealth Management is a San Francisco Bay Area based Registered Investment Advisor that provides investment management and financial planning services to discerning individuals, families, and companies across the United States. Clients of Elevation receive high touch service and comprehensive financial advice. As an independent and privately held firm – Elevation specializes in helping investors grow, manage, and protect their wealth. As a Fiduciary and fee-only – Elevation places the interests of clients above all else. Learn more about our services.

If you have at least $500,000 of investable assets and are interested in becoming one of our valued clients – simply call or email the firm to schedule a Discovery Meeting and see if we might be a fit.

 Firm Overview | 5 Principles for Investing Success

Prospective Client Questionnaire | Elevation’s Form ADV

Elevation Wealth Management
1399 Ygnacio Valley Road, Suite 24
Walnut Creek, CA 94598
Click here for directions.



Recent Articles

The million dollar question: How much will I need in retirement?

As an investment advisor and Certified Financial Planner™ practitioner, one the most frequent questions clients ask is, “How much money will I need in retirement?“
It’s a great q… More

Guide to Philanthropy and Charitable Giving


12 Year-End Financial Tips and To-dos…

1.   Max out 401(k) contributions including catch-up contributions ($5,500 if you are 50 or older).
2.   Establish a 401(k) plan or solo 401(k) plan (if self-employed). If you are no long… More

Lessons of the Great Recession – Part I

Lessons of the Great Recession – Part I
Now that we are five years away from the start of the Great Recession, we can see more clearly some important lessons that hold true in both bear and bull… More

Quarter-in-Review, What’s an Investor to Do?

3rd Quarter-in-Review, What’s an Investor to Do?


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