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Elevated Asset Management

Client Centered Asset Management

Client Centered Asset Management

Elevated Wealth Advisory is an independent firm with no "sales goals" or "bonus incentives." Because of this, we are able to provide quality recommendations based on the investor’s goals and timeline. EWA structures our investing philosophy around the fiduciary standard, meaning we keep your best interest first of mind in our recommendations. 

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Determining Risk Number

Determining Risk Number

Our approach determines an investor's risk comfort level and market volatility reactions to allocate holdings accordingly. To determine this, we use the RiskAlyze program to help determine the investor's number. A Risk Number is a "score" based on a short survey. The number is uniquely created based on the survey answers and rates risk comfort levels from 1-99. This number allows us to have an understanding of the investor's risk tolerance. You can see an example below.

Curious about your Risk Score? Take the free survey

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."