Our Services

At Elevatus, we offer comprehensive wealth management by taking a holistic review of your current financial situation, analyzing both sides of your balance sheet.

For individuals
and families

we consider the non-financial dynamics that influence your dreams and decisions

For our business and
institutional clients

we assess the financial impact of your strategy or mission

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Some of our
services include:

Individual & Family
Financial Planning
    • In-Depth Planning Scenarios- powered by eMoney
    • Monte Carlo Analysis
    • Goals-based wealth management
    • Risk Assessment
    • Investment personality assessment

Retirement
Planning
  • Retirement Modeling & Feasibility Analysis
  • Income Replacement Study
  • Tax Efficient Savings Managing income in retirement
  • Managing 401(k) during job transition
  • Planning for retirement
  • Healthcare expense planning
  • Social Security Maximization

Investment
Management
  • Alternative investments
  • Equity and fixed-income strategies
  • Managed account programs
  • Socially Responsible Investing
  • Market-linked investments
  • Unit investment trusts
  • Open & Closed-end funds
  • Concentrated stock services

Socially Responsible
Investing
  • Screening Process – Issues Important to You
  • Impact Investing – Making a Difference

Tax
Services

    Services provided by our network of CPA’s & EA’s

  • Tax “What If” Scenarios
  • CPA-prepared tax analysis, second opinion
  • CPA-prepared tax filing
  • Roth Conversion Analysis
  • 10-40 tax optimization
  • Personalized tax reduction reports
  • Estimated Tax Payment Services
  • Tax Advice for closely held business, private stock and employer stock options

Charitable
Planning
  • Private family foundations
  • Charitable Remainder Trusts
  • Donor-advised funds
  • Charitable Gift Annuities

Insurance
Planning
  • Life Insurance Analysis
  • Long Term Care Planning
  • Disability Analysis
  • Annuity Review/Utilization

Estate & Trust
Planning

    Services provided by our network of Estate Planning Attorney’s

  • Plan Creation & Implementation (Trust, Wills, POA)
  • Estate Settlement
  • Asset Titling & Beneficiaries
  • Philanthropic/ Gift Tax Planning (Gifting Strategies)

Trust
Management
  • Corporate Trustee
  • Fiduciary Investment Management
  • Admin. Services
  • Federal & State Tax Filing
  • Recordkeeping, Accounting & Reporting

Budget/Cash
Flow Analysis
  • Income & Expenses Analysis
  • Identify the efficient direction of resources

Business Interest &
Acquisition/Exit Review
  • Business Valuation
  • Key Person
  • Investment Banking Network for Sale of Business
  • Liquidity and cash management
  • Commercial loan financing

Incentive Compensation
Guidance
  • Short Term Cash Bonus Plans
  • Restricted Stock Units, Incentive Stock Options

401K
    • Customized 401(k) plan Design
    • ERISA-Fiduciary Review of Plan/ ”DOL” Binder Creation
    • Educational Meetings with Participants
    • Fiduciary Investment Menu Selection
    • Open Architecture Selection of 401K Provider

Pension & Profit-Sharing
Plan Development
  • Qualified & Non-Qualified Deferred Compensation Plan Design
  • Profit Sharing- Maximization Strategies for Business Owners
  • Stock Bonus Plans
  • Money Purchase Plans
  • Cash Balance Plans

Lending
Solutions
  • Credit cards
  • Home financing
  • Home equity financing
  • Securities-based lending
  • Customized lending

We approach every relationship individually, with the objective of customizing an in-depth, goals-based financial plan, and bring it to life with well-thought out investment strategies. To double check our plan is optimized, we collaborate with your other trusted advisors, such as accountants and estate attorneys.