Services
INVESTMENT MANAGEMENT SERVICES
Portfolio Trading & Performance Tracking
Utilizing our partners innovative trading tools we strive to optimize your investment portfolio. Through our performance tracking you can see how your current allocation stacks up with your long-term goals and get an idea of how your portfolio is doing compared to the rest of the market.
Asset Allocation Portfolios
We help build portfolios around each client’s unique objectives and risk tolerance by creating custom portfolios using a single index or blended exposures with multiple indices, across US and international equities and bonds.
Tactical/Strategic Portfolios
Our ability to bring the best-in-class investment management solutions to you is an ongoing effort. Through our strategic partnerships we have access to world class money managers who utilize both strategic and tactical portfolio models.
Tax Loss Harvesting
Select client accounts are actively monitored year-round by our partners to harvest losses when appropriate to potentially lower each client’s tax bill.
Tax Efficient Portfolios
Every investment has costs. Taxes can take the biggest bite out of your returns. The good news is that tax-efficient investing can minimize your tax burden and maximize your bottom line. Tax-efficient investing involves choosing the right investments and the right accounts to hold those investments.
COMPREHENSIVE FINANCIAL PLANNING SERVICES
Estate Planning
One of the most important needs we’ve found working with families. Areas of wills, trusts, probate, charitable giving, power of attorney, advanced health directives need to be addressed and we partner with others to make it easy, affordable, and complete.
Insurance Planning
Review of risk management plans, relationships, policies to ensure proper protections. The partners we have for life, health, disability, long term care, fit into our process with you to keep your interests first.
Retirement Planning
Preparing for the best retirement you can have. For a lot of people, we see plans, accounts, pensions that need to come together in one strategy to take on this challenge. We help you gather all the requisite information.
Income Strategy
This is an often overlooked and underappreciated part of the financial planning relationship. We will help you feel connected, organized, and in control of your retirement paycheck. Efforts here are to be tax efficient and create accounts that give you the safety you desire and the reward you deserve from your cash. We will incorporate optimizing social security, pensions, and annuities where applicable.
Charitable Giving
We help clients understand how to use a variety of financial management tools for philanthropic strategy such as charitable remainder trusts, donor advised funds and charitable gift annuities.
Cash Flow Analysis
Utilizing our best-in-class planning software, we measure your cash inflows (money you earned) and your cash outflows (money you spend) to determine if you have a positive or negative net cash flow year by year throughout your retirement. From this analysis we design a plan to help you best achieve your goals.
Planning for College
It’s never too early to start planning for your children’s or grandchildren’s college education. The process can be complex, but we break it down to help you get a handle on planning for college costs and utilize strategies to help you achieve your goals.
Optimizing Social Security
Social Security can be an important part of a retirement income plan because it provides a lifetime stream of guaranteed income that is not dependent on markets and also adjusts periodically to keep pace with inflation. Social Security, while available to millions of workers, is not a one size fits all and requires careful analysis to optimize the benefit. The timing of when you start taking Social Security is a very important factor in your plan. Utilizing our planning tools, we guide clients to make informed decisions about their social security benefits.
Taking Your Financial Goals to New Heights
How we help you in wealth management
Building a Portfolio
Before an investment is chosen, we will take many factors into consideration to build an investment policy. This includes the growth you’ll need, when you’ll need the money, risk tolerance, realized and unrealized tax gains/losses, and your past and current plans. With the policy, we can customize recommendations from a full range of investment products including stocks, etfs, and mutual funds to build a well diversified portfolio.
Navigating the Market Ups and Downs
Effective financial planning focuses on long-term goals while managing risk along the way. The collaborative relationship you establish with us will deepen through the years, allowing you to navigate potentially emotional periods of volatility in the markets as well as changes in your life or investment timeline. We offer tactical shifts in portfolios but do not recommend short term market timing.
Planning beyond simple asset allocation
We recognize that each person’s financial and tax situation is unique and dynamic. We offer year-round tax planning to help you stay on top of those important dates that can impact long-term results. Families grow and change and we aim to educate our clients about accounts that can be most appropriate to help you reach your goals.
Comprehensive investment monitoring
With our efforts and that of our partners, we strive to keep a close eye to your accounts and how they match with the investment policy we developed with you. Our partner technology helps you to view your accounts in new and meaningful ways. We can help you feel more confident, connected, and in control of your financial life.
Our Process
DISCLOSURE
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PRIVACY POLICY
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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).
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