Planning for your unique needs

At Elevate Private Wealth Management we bring together experience and commitment to create a thoughtful approach to comprehensive planning and innovative financial management. We take the time to get to know you and your unique situation, then work together to build and manage your plan to help achieve your goals.

An elevated advisory experience

The right advice starts with a trusted relationship. Financial advice is about more than just having a plan. It’s about having the right plan for you. And that only happens with a true understanding of your whole life, beyond just your finances. Our business is about you and your financial well-being. We believe planning and advice should go beyond simple asset allocation. It’s about your entire life and managing all the twists, turns, and ups and downs that happen along the way.Whether you want to manage your wealth, preserve your assets or build your legacy, contact us today and learn how we can help you make your financial goals become future realities.

Mike Murray, AAMS^®

President, EPWM Registered Principal, RJFS

Jack Arthur Kristof

Investment Consultant

Client Relationship Consultant

Nickolas Columbus

Client Relationship Consultant

Mary Jo Claffy

Client Relationship Consultant

Dynamic thinking makes a difference

We haven’t helped our clients succeed in the management of their financial affairs by espousing general advice. In fact, we consider ourselves architects of your financial life, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. Best-fit investment ideas come from collaboration and truly knowing our clients – and that’s what you’ll find here.

An elevated advisory experience

Visionary strategists aligned with you

With something as important as wealth management, we believe having trusted counsel and tailored guidance is vital to success. We personally deliver knowledge in collaboration with your other selected counterparts that can elevate the management of your financial life.

Success belongs to a class of its own

There’s a difference between extraordinary and extra ordinary. We know you fall in the former category and understand how to serve the needs of those with distinction. Our experienced team aims to help you propel forward with a sophisticated, well-crafted plan.

Impeccable attention to every detail

Attentive is an understatement. With our concierge-level client experience, we pay the utmost attention to you and your needs. We believe it’s this nuanced and proactive approach of handling every aspect of your financial life that sets us apart. Not to mention our steadfast commitment to excellence and dedication to quality.

Unique solutions for business owners and entrepreneurs.

Niches

A pragmatic approach to wealth management

Niches

Nurturing wealth so you can live a longer, better life.

Niches

Understanding the challenges women face and how to help.

Niches

Our clients are our community and we take the time to build long-term relationships based on friendship, trust and sound financial counsel.

Planning for your unique needs

An elevated advisory experience

Dynamic thinking makes a difference

An elevated advisory experience

Visionary strategists aligned with you

Success belongs to a class of its own

Impeccable attention to every detail

Business Owners

Families & Individuals

Retirees

Women Investors