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Meeting Checklist

Please take a minute to review the topics and questions below. Check off any concerns you have right now. Chances are we have information that will help us address many of the issues that may worry you. Has your address, phone number, or email address changed? What is your household income? RETIREMENT □ Will my […]

Sustainability Funds Brochure

Many people want to align their environmental views with their portfolio objectives. But can you support your values while maintaining sound investment principles and pursuing higher expected returns? Dimensional’s sustainability strategies offer a patented approach to applying environmental and other sustainability criteria within a robust investment framework. Drawing upon our close work with leading scientists […]

The 10 Keys to a Successful Investment Experience

1 Embrace Market Pricing The market is an effective information-processing machine. Each day, the world equity markets process billions of dollars in trades between buyers and sellers—and the real-time information they bring helps set prices. 2 Don’t Try to Outguess the Market The market’s pricing power works against mutual fund managers who try to outperform […]

Thoughts from Barry Mendelson

How the Mendelson Family is managing their finances and investments in these unprecedented times…After sheltering in place for nearly three months, life here in Northern California is starting to resemble a new normal. Businesses are beginning to reopen (good) and traffic congestion remains light (also good). As you’ve probably seen and read, bicycle sales have […]

Elevation Wealth Partners is Hiring!

Elevation Wealth Partners is currently seeking to add another exceptional professional to our team. The Wealth Advisor is a full-time position based in our Santa Rosa office. We are seeking to add a new Wealth Advisor to our team, someone who is interested in building a long‐term career. This person will be the lead advisor […]

Simply checking in

We hope this email finds you and your loved ones safe and healthy. We are still in the process of reaching-out to each and every one of you. While we have no concerns whatsoever about your Elevation Wealth Partners managed accounts, recent events are stressful for all of us and we are here to be […]