We're excited to move forward with you into 2016.

Last year brought positive change: a new name, new website, a new Advisor and new team members to support you. We closed the year out with an Elevate Wealth client appreciation event - a private screening of the new Star Wars movie. 

Thank you to all the Jedi clients who joined us. We were amazed that our clients packed a grand theatre by 8:45 am on a Sunday morning. It was great to see old friends and new faces. Our community is amazing!

We are looking forward to working with each and every one of you in the New Year.