Privacy Policy

Eelvation Wealth Management LLC
Privacy Policy
As of September 15, 2021

Elevation Wealth Management, LLC recognizes that our relationships with current and prospective clients are based on integrity and trust. We work hard to maintain your privacy and to preserve the private nature of our relationship with you. We place the highest value on the information you share with us. Elevation Wealth Management, LLC will not disclose
your personal information to anyone unless it is required by law or at your direction. We will not sell your personal information. Elevation Wealth Management, LLC will provide this privacy statement to all clients annually.

We want our clients to understand what information we collect, how we use it, and how we protect your personal information.

Why We Collect Your Information

We gather information about you so that we can:

• Help design and implement the investment and planning related services we provide you; and
• Comply with the Federal and State laws and regulations that govern us.

What Information We Collect and Maintain

We may collect the following types of “nonpublic personal information” about you:

• Information from our initial meeting or subsequent consultations about your identity, such as your name, address, social security number, date of birth, and financial information.
• Information that we generate to service your financial needs.
• Information that we may receive from third parties with respect to your financial profile.

What Information We Disclose

We are permitted by law to disclose nonpublic information about you to unaffiliated third parties in certain circumstances. For example, in order for us to provide planning or investment management services to you, we may disclose your personal information in limited circumstances to various service providers, such as our clearing firm or independent contractors hired by Elevation Wealth Management, LLC.

“Opting-Out” of Third-Party Disclosures: If you do not want your Financial Adviser to retain copies of your client’s sensitive information when he or she leaves us to join another firm, you may contact us by calling (952) 994-5297.

Otherwise, Elevation Wealth Management, LLC will not disclose any personal information about you or your account(s) unless one of the following conditions is met:

• We receive your prior written consent; or
• We have documentation that the recipient is your authorized representative; or
• We are required by law to disclose information to the recipient

Arrangements with companies or independent contractors not affiliated with Elevation Wealth Management, LLC will be subject to confidentiality agreements.

How We Protect Your Personal Information

Privacy is important to Elevation Wealth Management, LLC. We restrict and limit access to client information only to those who need to carry out their business functions. We educate employees about safeguarding client information and preventing its unauthorized access, disclosure, or use. Employees will be required to acknowledge their acceptance and
understanding of the privacy policy in writing. We maintain physical, electronic, and procedural safeguards to protect your confidential personal information.

Elevation Wealth Management, LLC and Darin Beckering offer Investment advice through Belpointe Asset Management, LLC, 125 Greenwich Avenue, Greenwich, CT 06830 (“Belpointe”).  Belpointe is an investment adviser registered with the Securities and Exchange Commission (“SEC”). Registration with the SEC should not be construed to imply that the SEC has approved or endorsed qualifications or the services Belpointe offers, or that or its personnel possess a particular level of skill, expertise or training. Insurance products may be offered through Belpointe Insurance, LLC. Belpointe Specialty Insurance, LLC. Important information and disclosures related to Belpointe are available at http://www.belpointe.com. Additional information pertaining to Darin Beckering and/or Belpointe’s registration status, its business operations, services and fees and its current written disclosure statement is available on the SEC’s Investment Adviser public website at https://www.adviserinfo.sec.gov/.  

The views and opinions expressed here are Elevation Wealth Management, LLC and Darin Beckering alone and do not represent the official views of  Belpointe Asset Management, LLC or any of their affiliates. Nothing available on this Website constitutes investment advice, tax or accounting advice, legal or regulatory advice or an offer to sell or a solicitation of an offer to buy any security. This website is limited to the dissemination of general information pertaining to advisory services and may contain additional investment-related information, publications, and links.  Accordingly, the publication of this website on the Internet should not be construed by any consumer and/or prospective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.  Elevation Wealth Management, LLC and/or Darin Beckering is not an attorney or a tax professional and nothing on this website should be considered tax or accounting advice, legal or regulatory advice.

The website may contain links to articles or other information that are contained on a third party website.  Elevation Wealth Management, LLC does not endorse or accept responsibility for the content, or the use, of the website. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.  Elevation Wealth Management, LLC assumes no liability for any inaccuracies, errors or omissions in or from any data or other information provided on the pages.  Websites such as this are not impartial and are provided in connection with advertising and marketing of Elevation Wealth Management, LLC and Darin Beckering’s services.  Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor’s own situation.

You must be aware that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy including those undertaken by us will be profitable or equal any historical performance level(s).  

While we may have established  presence on one or more social media pages, Elevation Wealth Management, LLC, Darin Beckering, or Belpointe is not affiliated with  Facebook, LinkedIn, Twitter, Youtube, Google+ and/or Instagram. It is up to you to read and understand the privacy policies and terms of service for each social media site you participate in. We do not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by any third parties on social media sites. We have no control over how the social media sites or other third parties will use the information you share. To view the privacy policy of the Registered Investment Advisor we are associated with please go to: http://www.belpointe.com. We do not control, serve, adopt or endorse any content that may be published on any social media site. No part of any social media site is intended to make a recommendation or state a testimonial for or about a security, service or product, or to provide investment, tax or any other advice.  No client was compensated to follow any social media page or connect with us. The appearance of those people that have chosen to follow or like our social media pages or connect with Elevation Wealth Management, LLC or Darin Beckering and/or Belpointe does not constitute a testimonial for endorsement of me, Elevation Wealth Management, LLC, Belpointe or its affiliates, or any of our services.  It is not known whether such individuals approve or disapprove of our services. It’s also important to note that specific financial questions on account information can’t be posted, by a client or an advisor. Due to industry regulations, please do not post any comments on social media pages. The entire content of social media sites that we participate in, including third party posts, is archived by Belpointe to comply with securities regulations. We do not provide customer service or enable financial transactions through any social media site. Should any client of the firm have questions or concerns that are specific to their account(s), please contact our office directly. You should never post personal, account or transaction information anywhere on any social media site. As convenient as it is to message people within Facebook and Twitter, we will not be able to return messages within those social media channels. We will respond, but will do so from our business email account.

We appreciate the time you took to learn how to connect with us online, and we look forward to providing you with interesting industry content.