Our Story

Elevatus is an independent wealth management firm located in Rochester, New York, with clients nationwide. With more than 100 years of combined experience, our team has crafted a valuable set of financial skills and strives to help individuals, corporations, foundations, and endowments get the most out of their specific circumstances.

Our Fiduciary
Commitment

We stand beside you as an advisor you can trust. Our commitment to service is integral to our firm’s mission to fulfill our legal obligation as fiduciaries, to place the interests of our clients above all others. We aim to operate at the highest level of competence and professionalism, earning your trust every day through the genuine care we demonstrate for your relationship.

Meaning
of our name

The word “elevate” finds its origin in the Latin word elevatus. We named our firm Elevatus because we believe in the deeply rooted principles of investing, planning and service, while remaining relevant to the ever-changing world around us. We are constantly innovating our platforms to help elevate the most beneficial experience for our clients.

Resource
Partners

As an independent firm, Elevatus Wealth Management has evolved out of the wirehouse world and is now able to collaborate with outside advisors and have access to a broader marketplace. We have the freedom and flexibility to partner with industry leaders to help support our operation and enhance the solutions we customize for our clients. It’s no surprise that Cerulli Associates reported that by 2020 nearly one third of all client assets in the U.S. will be managed by RIAs.

These three firms, listed below, provide Elevatus with a distinct advantage in sourcing products, platforms, services, and technology solutions.
We have selected Charles Schwab as our preferred custodian and to provide back office support. In addition to the company’s strength, size and industry reputation, it was founded on the principles of safety and soundness and takes extraordinary measures to ensure client assets are secure. One of the largest and most trusted custody firms in the country, Charles Schwab has generated over $11 billion in net revenues and  over $4 trillion in total client assets. The United States government has deemed Charles Schwab one of the country’s nine systemically important financial institutions.
Defined by its unique open platform, tru Independence has developed an select network of advisors who, like Elevatus, knew that independence was the best option for their team and their clients. Through a process of partnered, integrated independence, we’ve gained the freedom, flexibility and control of an independent fiduciary, yet we have the support systems we need to keep our focus on our clients, and we have access to the specialists and resources we need to deliver a comprehensive wealth management experience. tru Independence has an SEC Registered Investment Advisor, tru Independence Asset Management LLC.
As part of our technology-enabled client experience, we use eMoney Advisor’s breakthrough software to help our clients maintain financial clarity. The platform includes an intuitive interface that you can view on any device, and planning and collaboration tools that help simplify the wealth management process. eMoney serves more than 2.9 million investors, tracks more than $2.0 trillion in aggregated assets and is used by 46 out of the nation’s top 50 broker-dealers.