MAXIMIZE every dollar without OVER-TIPPING the IRS

Which profile best describes you?

Pre & Recent Retiree

  • In retirement or it’s on the horizon
  • $500,000+ in savings (excluding real estate)
  • Looking to successfully maintain income
  • Plan Legacy Transition
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Recent Widow or Inheritance Receiver

  • Lost your spouse and ready to handle "the affairs"
  • Gained an inheritance and looking to figure out, "What do I do with it?"
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Business Owner

  • Looking to insure key men/women
  • Needing to lock in an exit strategy or succession plan
  • Create retirement plans for employees
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<strong>67%</strong>

67%

7 in 10 Americans ages 50-74 don't have a formal retirement plan

<strong>Are you one of the 7?</strong>

Are you one of the 7?

Years of experience have prepared us to guide you through your life transitions.

<strong>Hi, I'm Andy.</strong>

Hi, I'm Andy.

I started Elevated Wealth Advisory because I wanted to better serve my clients. My goal is to help them realize their dreams and goals for their retirement years and set them up to properly transition their legacy. Whether in business or in personal assets, the reality is we will all have to arrange “the affairs” at one point or another. I strive to make those transitions as seamless and easy as possible.

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What We Do

Financial & Tax Planning

Creating strategies that are tailored to your golas and needs

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Investment Management

Investing your money with a fiduciary mindset based on your view towards market risk.

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Dealing with a Legacy

Helping clients navigate through the emotional time of losing a loved one. 

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Protecting What matters most

Making tough conversations easy and planning for the unexpected.

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Common Tax Errors to Avoid

Filing your taxes can be an involved process, and accidental errors can be easy to make. Grab this handy guide to get some tips to avoid some common filing errors.