John Davis and his band perform the National Anthem at the Giant's Game
Our very own John Davis and his band, Ancora!/The DonGiovannis were selected to perform the Star Spangled Banner at Italian Heritage Night at AT&T Park on Friday, August 24th where the Giant’s took on the Texas Rangers. They did an outstanding job and we are proud to share the video so you can see for […]
Quarterly Perspectives – Q2 2018
This 8-minute video includes both highlights of market performance and the headlines from the past quarter, including trade negotiations and tariffs. Courtesy of Loring Ward.
Elevation Wealth Partners Participates in Hope Walk
Ryan Kosakura, his wife Cheryl, their dog Teddy, Barry Mendelson, his oldest daughter Sydney (to Barry’s right) and members of Sydney’s soccer team participated in this years Hope Walk at Heather Farm Park in Walnut Creek (benefiting the Cancer Support Community of the San Francisco Bay Area). Nearly a 1000 walkers raised more than $150,000 […]
Quarterly Perspectives – Q1 2018
This video looks back at the 1st Quarter and offers perspective on the latest market and economic headlines. Courtesy of our friends at Loring Ward.
Bike to Work Day – May 10, 2018
Thursday, May 10, 2018 is Bay Area Bike to Work Day. So what do you say…grab your helmet and ditch the car for the day! Snap a photo of your journey to work on your bike and we will send you a free Specialized® water bottle!
1st Quarter 2018 Market & Investment Commentary
We are happy to welcome four new clients 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 recommend our services to friends and family. 1st Quarter Commentary The first quarter was a wild ride for investors. January was fabulous […]
What is a Trusted Contact and should you name one?
With the aging of the U.S. population, financial exploitation of seniors is a serious and growing concern. To help combat this, on February 5th the Financial Industry Regulatory Authority (FINRA) adopted new rules that requires member firms (such as Charles Schwab & Co.) to make reasonable effort to obtain the name of and contact information […]
January 2018: 4th Quarter 2017 Market & Investment Outlook
We are happy to welcome three new clients 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 recommend our services to friends and family. We are also pleased to announce the addition of Kelly Gillette to Elevation Wealth Partners. Kelly […]
Resources for individuals and businesses affected by the fires
Our hearts go out to those affected by the devastating North Bay fires. Our Santa Rosa and St. Helena offices are expected to reopen soon. We are fully operational working from our homes and the Walnut Creek office. Our thoughts and prayers are with those who have lost loved ones, their homes, and businesses. We […]
3rd Quarter 2017 Market & Investment Commentary
Our hearts go out to those affected by the devastating 2017 North Bay fires. Our Santa Rosa and St. Helena offices have thus far survived. Elevation Wealth Partners has served Sonoma and Napa counties since the 1990’s. We have already begun to help those in need and will continue to do so in a […]
