At Elevate we started this firm because we wanted to build a practice that is centered on relationships, not account balances. To us, you are more than just a number, you are our friends, our family and our community. As a firm, everything we do is centered around increasing the value we bring to our clients.
Elevate Wealth Management, is a firm driven by a passion to educate and guide. We empower individuals and families to navigate their financial journey with confidence and clarity. We bring a fiduciary Lense to your financial circumstances and hold your hand through the ups and downs of life.
Firm Partner, Financial Advisor
David Martinez MBA, CRPS®, AIF®
We believe in upholding the highest standards of integrity and trust in the investment industry. At Elevate Wealth Management, we are proud to be fiduciaries, and we want to take a moment to explain what it truly means to be a fiduciary and the advantages it brings to our valued clients.
In the complex world of finance and investments, a fiduciary is an individual or an organization that is legally and ethically bound to act in the best interests of their clients. This fiduciary duty is a fundamental obligation that places the client's interests before anything else, including the fiduciary's own interests or the interests of their firm.
At Elevate Wealth Management, we fully embrace our fiduciary role and take it seriously. It forms the foundation of our client-centric approach, ensuring that our clients' financial well-being and objectives are at the forefront of every decision and recommendation we make.
Choosing a fiduciary to handle your investments can provide you with numerous benefits and peace of mind. Here are some key advantages that come with working with a fiduciary:
We provide transparent and open communication, ensuring that you have a clear understanding of our investment strategies, fees, and any potential conflicts of interest. You can have confidence knowing that your best interests are always our top priority.
Fiduciaries are bound to act objectively and independently, free from any external influences that may compromise the client's interests. We diligently assess investment opportunities, conduct thorough research, and recommend strategies that align with your unique financial goals and risk tolerance.
We take a holistic approach, considering various aspects of your financial life, including retirement planning, tax optimization, estate planning, and risk management. This integrated approach ensures that your financial strategies work together cohesively, giving you a comprehensive roadmap to success.
Fiduciaries continuously monitor and evaluate your investment portfolio to ensure it remains aligned with your goals and market conditions. We conduct rigorous due diligence on investment options, assessing performance, risk, and suitability. Our commitment to ongoing monitoring allows us to make proactive adjustments when needed, keeping your investments on track.
Fiduciaries are legally and ethically obligated to act in their clients' best interests. This accountability provides you with added protection and recourse should any conflicts arise. You can have confidence knowing that we adhere to a strict code of ethics and regulatory guidelines, prioritizing your financial success above all else.
At Elevate Wealth Management we encourage the team to be present in the community. We firmly believe in giving back, volunteering and supporting our local charitable organizations. If you have an organization that is near and dear to your heart, we would love to hear about it!