Elevation Wealth Partners Quarterly Perspectives: Don’t Get Spooked by Your Investments.
We’re happy to welcome four new clients into the Elevation Wealth Partners family again this quarter. It’s an honor to serve you and we look forward to many years of working together. Thank you to everyone who continues to share with friends and family how we’ve helped you achieve financial independence and live your best […]
Important Milestones Achieved by Your Elevation Wealth Partners Team!
Barry Mendelson, CFP® – Wealth Advisor In September, Barry and Kristin’s oldest daughter Sydney began her freshman year at the University of Washington in Seattle. She is enrolled in the College of the Environment studying environmental and earth sciences. Go Dawgs! Be boundless. To connect with her on LinkedIn click here. Ryan Kosakura, CFA, CFP® […]
