Elevate Wealth Management is an independent, fee-based financial advisory firm and fiduciary serving individuals, families, businesses, and foundations in Sheridan, Wyoming; Denver, Colorado; and Pittsburgh, Pennsylvania. The firm aims to make wealth management clearer through education, trust, and tax-aware advice, tailoring recommendations to each client’s circumstances and risk tolerance.

Its services include comprehensive financial planning, tax planning and strategy, investment management, estate and succession planning, and retirement planning. Elevate builds and manages diversified portfolios and helps clients consider tax-efficient approaches to income, Roth conversions, charitable giving, retirement withdrawals, and wealth transfer. The firm also advises nonprofits and foundations on decisions involving fundraising, working capital, and broader financial outcomes.

Elevate’s process takes a holistic view of clients’ finances through its Panoptic Plan, progressing from discovery and a life and financial plan to risk assessment, strategy selection, account setup, and ongoing management. Advisors work with clients’ CPAs, tax attorneys, and legal counsel where appropriate. The firm also publishes monthly commentary on market-moving events and practical financial topics.