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.


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

Step 1: Inventory

Elevation Wealth Management begins our client relationship by categorizing your financial goals in one place.  This helps you focus on what you have and gives you a clear understanding of where you are financially.  By taking inventory, we can then go a step further and assess personal inventory.  Such as, who you are, what you value, your goals and your risk levels as an investor.  These tools can help shape your wealth management plan.

Step 2: Plan Development

Your wealth management plan is the foundation for your financial life. It serves as the roadmap for decisions you will make and is rooted in your values and vision for the future. After understanding your personal vision and goals, our team will analyze the items important to you and create recommendations to meet those goals.

Step 3: Implementation

Your Elevation Wealth Management team will begin to implement the items most important within your personal plan based on your needs, taking careful consideration to keep you informed. Together, we’ll celebrate as we accomplish your important goals.

Step 4: Ongoing Management

Management of your wealth plan is a personalized endeavor. Elevation Wealth Management will work with you to determine how often you’d like to meet and your preferred method of communication. Throughout the process, the Elevation investment team will review your portfolio on a regular basis to ensure that your portfolio remains within your risk tolerance.

Step 5: Evolution of your Plan

As your life goals and vision change, we walk alongside you on your journey, serving as your trusted guide for the important financial decisions you will make. This could be a behavioral shift as you enter a new chapter in life, such as retirement, a new business opportunity, or extending what you’ve built to future generations.

Eden Prairie, MN

M-F – 8:30 am to 5:00 pm

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