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Elevate Wealth Advisors

Elevate Wealth Advisors

Categories

Finance & Insurance

About Us

We are your friendly, neighborhood Certified Financial Planners (CFPs).

We are local (right at the top of the Oregon City Municipal Elevator), and love helping our clients with a holistic approach to financial planning. Our holistic approach means that in order to give any kind of advice, we’d first go through a process of getting to know you. We’d fill out a cash flow sheet (income and bills), net worth statement (assets and liabilities), analyze your recent taxes, risk tolerance, social security, insurance policy details, and estate docs (wills, trusts, POAs, etc.). We then compile all this into our ''Elevate Playbook'' binder—for your records and to be updated by us at least annually.

As Certified Financial Planners, we act as your fiduciary. As locals, we are readily available for meetings, education, and questions. And as financial advisors, we would love to see how we can strengthen your overall portfolio and estate plan.

Images

The Elevate Team!
Daniel Nordstrom, CFP
Ben James, CFP & CFA
Kay Lang
Our parking lot
Our view from right outside our office
View from the Oregon City Municipal Elevator
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Rep/Contact Info

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Ben James, CFA & CFP
Portfolio Manager & Investment Analyst
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Kay Lang
Chief Operations Officer
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Daniel Kim Nordstrom, CFP
LPL Financial Advisor