We’re happy to welcome three new clients into the Elevation Wealth PartnersElevation Wealth Partners family this quarter. It’s an honor to serve you and we look forward to many years of working together. Thank you for sharing with friends and family how we’ve helped you make the most of your assets, earnings, and time so you can live your best life.
Your 3rd quarter report is now available in your Elevation Wealth Partners portal. If you haven’t already done so, please bookmark that page for future use.
Once you access the portal, please click on your DOCUMENTS tab to find your 3rd Quarter 2023 Portfolio Report. The latest report appears at the top of the page.
For a demonstration on how to log into your Elevation Wealth Partners Portal and download your quarterly report (and save documents to your secure portal), watch this video by Kelly Gillette – Client Service Manager on our website.
In addition to our quarterly review of the economy and markets, we welcome Rob Anderson, CPA, CFP®, CVA as a Wealth Advisor at Elevation Wealth Partners, and offer a Year-End Checklist.
Rob Anderson, CPA, CFP, CVA joins Elevation Wealth Partners as a Wealth Advisor
We are thrilled to announce that veteran accounting and financial services executive Rob Anderson, CPA, CFP®, CVA has joined Elevation Wealth Partners. Rob has more than four decades of experience advising individuals and businesses in wealth management, tax planning, accounting, succession planning, and real estate investments. “In the more than ten years I’ve known Rob, I’ve been impressed with his knowledge, energy, and thoughtfulness. His nearly 40 years of industry experience deepens the breadth and depth of the expertise we can offer clients,” says Barry.
Rob is currently the President of Northgate Advisors, which he is merging into Elevation Wealth Partners (read the Press Release click here). Next month, Rob and his wife Christine are moving from Concord, California to Anthem, Arizona (just north of Phoenix). We are happy to welcome Rob’s many clients into the Elevation Wealth Partners family. Besides running his own investment firm, Rob worked at other local investment management firms. He began his career in public accounting and will continue to serve as a CPA for a select group of clients from their new home in Arizona. To read more about Rob click here.
Client Feedback Survey closing soon.
We want to extend our heartfelt gratitude to everyone that has taken the time to participate in the Elevation Wealth Partners Client Feedback Survey. Your input is invaluable to us as we continue our mission to enhance our services and exceed your expectations.
If you haven’t had a chance to share your thoughts yet, fret not! We have extended the deadline to Sunday, October 22nd. This is your opportunity to make your voice heard and help shape the future of our services.
For every completed survey, Elevation Wealth Partners will donate $25 to Maui Wildfire relief.
