Investing for your WHY ®
At Elevage Partners, we seek to create a better life for our clients. Our experienced financial advisors deliver tailored plans that match your needs – now and in the years ahead.
We call our work investing for your WHY ®. By understanding you, your expectations and your WHY, we’re able to provide a unique level of personalized service. And because we are fiduciaries we always place the interests of our clients ahead of our own.
RETIRED OR NEARING RETIREMENT?
Everyone has retirement questions:
Do I have enough money to retire? How much money do I need? When can I retire? Is my portfolio aligned with my goals? Does my Social Security strategy maximize my benefits? Which Medicare plan is right for me? And do I need long-term care insurance?
Our financial advisors will develop a financial plan that answers your questions, creates clarity and provides confidence.
LET’S FACE IT
Men and women are different.
And that includes their financial journeys. Women live longer, typically have more demanding caregiving responsibilities and, unfortunately, as studies continue to reveal, earn less than men. These factors can have a profound impact on your financial life, from reduced Social Security benefits to smaller retirement savings. All of this makes it even more important for women to have a financial plan that they understand and can have confidence in.
Our experienced team will help simplify the complex. No mansplaining here: We just tell it like it is in a straightforward way. We’re always happy to answer your questions, whether it’s in person, on the phone or by videoconference. And our dynamic investment management process revolves around one thing: Your WHY.
JUST STARTING OUT?
We can help young professionals build a strong financial foundation.
Our advisors will guide you through:
- Mapping out a financial plan for your unique WHY
- Building retirement savings
- Life insurance
- Managing student loan debt
- Financing a home
- Funding education for your children
Contact us today to get started.
OUR CLIENT EXPERIENCE GOAL IS SIMPLE
We want you to be confident that we understand you, your WHY and your expectations as our team supports you throughout your life events and financial journey. Contact us to set up a no-cost, no-obligation meeting to see if we’re a good fit for you both personally and professionally.
The Planning Process: What to Expect
The financial planning process begins with a series of meetings with Elevage Partners specialists. Our conversations will evolve from general concepts to a personalized road map. The first year of financial planning consists of four stages:
INVESTMENT MANAGEMENT BUILT AROUND YOU
You won’t find cookie cutter portfolios here. We provide independent, unbiased investment management and financial advice that’s tailored to your specific goals.
We’re patient, long-term investors – not day traders.
At Elevage Partners, we believe that having a sound financial plan lays the foundation for becoming a successful investor and that client portfolios should be aligned with their unique financial goals and risk tolerance.
In-House Investment Management
Our investment committee uses a proprietary investment strategy that is dynamic, nimble and flexible. We consider a range of low-cost investments – including exchange-traded funds, individual stocks and mutual funds – and always aim to be tax efficient. Plus, we select and manage your investments the same way we select and manage our own. In other words, we eat our own cooking.
THE ELEVAGE PARTNERS DIFFERENCE
How do we run our business? Three ways: 1) We are a fiduciary, always placing the client’s interests first. 2) We are independent and employee-owned. 3) We are a fee-based firm.
We Are A Fiduciary
As fiduciaries, we have elected to hold ourselves to the highest regulatory and ethical standards in the industry, meaning we are required to act in your best interests … always. Our decisions and advice are governed by the question: “Is this in the best interest of our client?”
We Are Independent
Together, we are Elevage Partners. We operate a team-of-specialists service model, which we believe delivers the best outcome and experience for our clients. Our team of financial planners, wealth management advisors and investment experts bring decades of experience acquired through all market cycles. They will help you navigate a financial world that’s often complex and always changing. Our service team brings the best practices from a variety of industries, and is on a daily quest to deliver an exceptional service experience. We’ve built the firm to provide a great place for our associates to work with each other and on behalf of our clients.
We Are Fee-Based
As a fee-based firm, we do not earn commissions on the investment products that we offer our clients. Instead, clients pay us a fee for our financial planning and investment management services. This business model reduces conflicts of interest, makes us loyal to our clients and should make you feel comfortable that you’re receiving unbiased advice.
We do accept commissions on the life, disability and long-term care insurance policies that we offer to our clients. Why? It's the way these insurance policies are sold. Plus we like providing the convenience of “one-stop shopping” for financial planning, investment management and insurance protection – which allows us to make sure your insurance coverage is in line with your financial plan.
Five reasons to consider an independent advisor.
The right investment advisor does what’s right for you.
Contact Us Today
Ready to learn more about becoming a client?