Elevation Wealth Partners
Expertise and guidance for every stage of your life
Your financial situation is unique.
Shouldn’t the advice you receive be as well?
A diverse set of individuals, families and companies rely on Elevation Wealth Partners to turn their hard work into financial security. Plan to retire at 50? Want to put your kids and grandkids through college? Help guarantee the survival of the Western Pacific gray whale population? We help clients match their investment plan to their financial goals during their lifetime and beyond.
Not only do we provide you with guidance, counseling, and investment management, we can be a catalyst so you plan for the expected – and unexpected. Above all, we are committed to helping you make smart decisions about your wealth so that those you care about most enjoy the benefits.
Elevation Wealth Partners is a fiduciary, fee-only firm.
Comprehensive
Wealth Management
You are the most important component in this advisory relationship. Once we understand your financial and personal drivers, we create an investment strategy to match your definition of success.
Personalized
Investment Management
Comprehensive, personalized financial planning tells us how your life and your money connect so we can create a plan with your values, priorities and beliefs at the center.
Design, Build, Protect
25
Years in Business
$500M+
99%
Client Retention Rate
Latest News & Insights
Trailblazing Financial Guru Devin Hanson, CFP®, Joins Elevation Wealth Partners
[Santa Rosa, CA] – [March 3, 2025] – Elevation Wealth Partners is proud to welcome Devin Hanson, CFP® as a Wealth Advisor and Financial Planner. As the firm’s first female advisor, Devin brings a fresh
Trump and Tariffs Do Not Change Our Outlook
With talk of tariffs and trade wars commanding front-page headlines, it’s important for investorsto pause, take a breath and evaluate the events through a long-term lens. What are the actual,lasting impacts of tariffs on the
Janine Johnson, CPA, and Betsy Stewart Join Elevation Wealth Partners to Lead Tax Preparation, Planning, & Advisory Services
Janine Johnson, CPA, and Betsy Stewart Join Elevation Wealth Partners to Lead Tax Preparation, Planning, & Advisory Services [Santa Rosa, CA] – [February 20, 2025] – Elevation Wealth Partners is pleased to announce that Janine
