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  • Home
  • About Us
    • Your Team
    • FAQ
    • Giving Back
  • Who We Serve
    • Individuals and Families
    • Executives
    • Business Owners
    • Attorneys
    • Public or Pre-IPO Stock
    • Nearing Retirement
    • Retired
    • Multi-Generational Wealth
    • Experiencing Change
  • What We Do
    • Wealth Management
    • Investment Management
    • Tax Planning & Preparation
    • ESG & Sustainable Investing
    • Estate and Trust Planning
    • Business Planning
    • Charitable Giving
    • Real Estate Advisory
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Insights

Articles

Here’s What Your Elevation Wealth Partners Team is Up to This Summer! 

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Barry Mendelson, CFP July 26, 2022
Articles

What to Do in a Close Encounter With a Bear

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Barry Mendelson, CFP July 26, 2022
Newsletters

Quarterly Perspectives: How to Survive a Close Encounter with a Bear

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Barry Mendelson, CFP July 26, 2022
Newsletters

Market Review Slides – 2nd Quarter 2022

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Barry Mendelson, CFP July 6, 2022
Articles

How Do I Choose the Right Advisor?

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Barry Mendelson, CFP June 28, 2022
Articles

Pursuing a Better Investment Experience

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Barry Mendelson, CFP June 17, 2022
Newsletters

Keep Calm and Invest On.

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Barry Mendelson, CFP June 9, 2022
Articles

Surprisingly Benign: How Stocks Respond to Hikes in Fed Funds Rate

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Barry Mendelson, CFP June 8, 2022
Articles

Annual ADV Disclosure Brochure and Privacy Policy

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Barry Mendelson, CFP April 26, 2022
Articles

Looking for a Good Summer Read? Here are Some Ideas From Your Elevation Wealth Partners Team

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Barry Mendelson, CFP April 26, 2022
Articles

Quarterly Perspective: Financial Market Review and Index Returns

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Barry Mendelson, CFP April 26, 2022
Newsletters

Market Review Slides – 1st Quarter 2022

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Barry Mendelson, CFP April 5, 2022
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