Skip to content

TALK WITH AN ELEVAGE PARTNERS EXPERT

Want to learn more about working with a financial advisor that nurtures relationships, tends to the investment process and enjoys watching clients be successful? Fill out the form below and click the “send” button.

Please enter your name.
Please enter a valid phone number.
Please enter a message.
Send

GIVE US A CALL

800.725.1622

TEAM CONTACT INFO

FINANCIAL ADVISORS AND PLANNERS
Charles Copeland (909) 353-2620 chuck@elevagepartners.com
David Smith (619) 452-1329 david.smith@elevagepartners.com
Chris Beede (860) 333-8333 chris.beede@elevagepartners.com
Chad Watt (413) 269-3688 chad.watt@elevagepartners.com
Bruce Jensen (732) 299-5595 bruce@elevagepartners.com

CLIENT SUPPORT
Leah Sturgis (435) 565-6369 leah.sturgis@elevagepartners.com
Brittany Fowler (619) 359-8945 brittany@elevagepartners.com

OPERATIONS
Jeff Powell (707) 888-8086‬ jeff@elevagepartners.com
Brian Case (413) 241-5417 brian.case@elevagepartners.com
William Stephens (413) 297-3632 bill.stephens@elevagepartners.com

WEST COAST

San Diego Office

8880 RIO SAN DIEGO DRIVE
SUITE 800
SAN DIEGO, CA 92108

MOUNTAIN STATES

Park City, Utah

THE PROSPECT EXECUTIVE SUITES
2078 PROSPECTOR AVENUE
PARK CITY, UT 84060

EAST COAST

Massachusetts Office

THE LONGMEADOW SHOPS
734 BLISS ROAD
SUITE 1
LONGMEADOW, MA 01106