Elevation Wealth Partners – End-of-Year 2022 Action Checklist
With the holidays approaching, we thank our clients, friends and partners for their support. While the financial markets and economy are out your control, in the following year-end checklist, we offer 14 actions for things you can control, ranging from the practical to the sublime, to potential increase your wealth and well-being. 1. Review your health care […]
Through the FIRE
By Ryan Kosakura, CFA, CFP® with Cheryl Nobusada What does Financial Independence mean to you – and how badly do you want it? People often talk about the FIRE Movement – Financial Independence Retire Early – and there are many resources out there covering its history, ways to get there and the cost/benefits. I’ve linked […]
Andrew Kirchner Promoted
Elevation Wealth Partners is delighted to announce the promotion of Andrew Kirchner to the dual roles of Client Service & Portfolio Manager and Chief Compliance Officer. As Client Service & Portfolio Manager, Andrew can personally relate with clients and professionally serve them. With his friendly demeanor, he explains what he’s doing, whether it be a […]
Petaluma Office
Elevation Wealth Partners is thrilled to announce the expansion of its service footprint in Sonoma County with the addition of an office in the historic McNear Building in beautiful downtown Petaluma. In addition to Petaluma, Elevation Wealth Partners maintains offices in Santa Rosa, Walnut Creek, and Tahoe City for clients and prospective clients that wish […]
