As we close out another year, we at Elevation Wealth Partners extend our deepest thanks to our valued clients, dedicated team, and supportive community. 2024 has been a year of remarkable progress, shared collaboration, and we are truly privileged to have been a part of your journey.
As we reflect on this special time, we are reminded of the importance of celebrating our achievements together and looking forward with optimism. We are excited to continue standing by your side as a trusted partner in your success as we step into 2025. Wishing you a healthy, happy, and a prosperous New Year!
In recognition of your confidence and support, we have invested in the following community organizations:
Food Bank of Contra Costa & Solano
Youth Homes (provides programs for East Bay foster youth)
The Giving Exchange (funding community projects in Africa)
Mobility Matters (free transportation for seniors and veterans)
And, since our Year-End Financial Checklist was so well-received, we’ve included it here, just in case you missed it.
Warm wishes,
The Elevation Wealth Partners Team
Barry, Steve, Kevin, Ryan, Rob, Kelly, Andrew, Chad, & Kristin
