Comprehensive Wealth Management for Young Professionals, Pre-Retirees, and Retirees
We provide transparent, comprehensive wealth management for clients at all stages of their investment journey. Your money is not just an account number to us, it’s your life story.
Take Pride in Your Work
We are financial advisors, but we are also cowboys at heart and share some of our Wyoming-rooted values with clients. From taking pride in our work to being tough but fair, our ethics drive everything we do at Elevate Wealth Management.
Our Services
We know our clients and the people of Wyoming live their lives with purpose and pride, and we are here to help them reach the dreams they’ve worked so hard for and leave a lasting legacy worth more than money itself.
Advice & Planning
We work with you hand in hand and help you make empowered financial decisions.
Investment Management
Investment management is an important part of your comprehensive financial planning process.
Estate Planning Services
We work with pre-retirees and retirees and can help you get your estate in order.
Solutions for Businesses
As a small business owner, you likely have a lot of questions. We can be your financial guide.
Retirement Planning
Planning for retirement takes a lot of time and meticulous attention to detail. We work with you to pursue your retirement goals.
Progress Tracking
We meet with you regularly to keep you updated on the status of your investments and make changes to your plan when needed.
Our Comprehensive Process
Our comprehensive process looks at more than just investments. We examine your whole financial picture to make sure everything is seamless.
Transparent,
Down-to-Earth Advice
We are passionate about educating our clients and teaching them how to be a steward of their wealth. Read our commentary to learn financial tips and tricks.
Don’t Wait Until It’s Too Late: The Importance of Financial Planning
By Jim Shellenberger, CFA, CFP® We’ve all procrastinated at some point. Maybe it was a homework assignment when you were in school or that house …
The Backdoor Roth IRA: A Simple Way to Grow Tax-Free Wealth
By Jim Shellenberger, CFA, CFP® We all love secrets, right? Especially when they benefit us. While a backdoor Roth IRA isn’t the world’s best-kept secret, …
How Much Are You Losing in Idle Cash?
By Jim Shellenberger, CFA, CFP® When we were kids, our parents likely told us to save money, especially for times when we might need it. …