Our Services

Elevated Investment Partners offer services that add value through education, consulting, implementation and measuring progress to help meet our client’s expectations and goals.

RETIREMENT PLAN CONSULTING

We believe in a fiduciary process that involves reviewing specific items and data points that need to be addressed every year by a plan sponsor of a retirement plan.  It’s our goal to consult and educate around all the critical facets of a defined contribution and defined benefit plan, with the goal of helping employees maximize the benefit, while keeping cost competitive and working as efficiently as possible while mitigating risk.

PORTFOLIO MANAGEMENT

Professional investment management for individuals and organizations to help pursue their investment objectives. We offer a discipline investment approach and high level of service to help work towards future goals. Our investment process is comprehensive and our ability to customize our investment security selection can also be advantageous for clients that need or desire an outside the box approach to investing.

WEALTH MANAGEMENT

At Elevated Investment Partners, we provide an array of investment and insurance services to help families plan for the accumulation of wealth and the preservation there of.  As independent advisors, we have the ability to take an objective view of a client’s goals, assess their strengths and weaknesses and put a plan in place to help manage their financial resources.