Phone: 503-656-1619     Email: chamberinfo@oregoncity.org      Office Hours:  Monday-Thursday 10:00 am - 3:00 pm - other times by appointment

Member Directory    
  

Elevate Wealth Advisors

  • Financial Services
615 High St Ste 100
Oregon City, OR 97045
(503) 607-0809
Hours:
8am to 4pm, Monday through Friday

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 read more
  • About

    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.

  • Media

  • Whom to Contact

    • Ben James, CFA & CFP
      Portfolio Manager & Investment Analyst
      615 High St Ste 100
      Oregon City, OR 97045
      Phone: (503) 607-0809
    • Kay Lang
      Chief Operations Officer
      615 High St Ste 100
      Oregon City, OR 97045
      Phone: (503) 607-0809
    • Daniel Kim Nordstrom, CFP
      LPL Financial Advisor
      615 High St Ste 100
      Oregon City, OR 97045
      Phone: (503) 607-0809
  • Directions

    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.