Elevate Wealth Advisors
- Finance & Insurance
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.
Whom to Contact
- Ben James, CFA & CFPPortfolio Manager & Investment Analyst615 High St Ste 100Oregon City, OR 97045Phone: (503) 607-0809
- Kay LangChief Operations Officer615 High St Ste 100Oregon City, OR 97045Phone: (503) 607-0809
- Daniel Kim Nordstrom, CFPLPL Financial Advisor615 High St Ste 100Oregon City, OR 97045Phone: (503) 607-0809
Take exit 9 on 205 and head South on 99 (McLaughlin). Turn left on 10th (Chevron) and follow it up Singer Hill. Take a quick right at the top onto High st. and look for ''Elevate Plaza'' on the right.