FAQs About Wealth Advisory
At Elevate Wealth Advisory, we offer comprehensive, client-centric financial and wealth management solutions. Read through the answers to the most frequently asked questions we receive about wealth advisory and financial planning, and contact us to schedule a consultation or if you have a question that isn’t answered here.
General Questions About Wealth Advisory
- What Is Wealth Advisory?
Wealth advisory or wealth management is the process of comprehensive financial planning for personal or business needs.
- Is Wealth Advisory a Scam?
No, it is not. Our team of advisers is highly skilled, educated, and experienced. Because we act as fiduciaries, we are legally obligated to prioritize your best financial interests and offer objective financial advice and guidance.
- What Is a Wealth Management Service?
Wealth management services are financial advisory services that manage assets, liabilities, income, expenses, investments, tax planning, estate planning, retirement planning, charitable giving, business succession planning, and more.
- What Services Do Wealth Managers Provide?
Wealth advisers offer guidance, resources, and insight into investment strategies, portfolio allocation, tax strategies, estate planning, tax planning, and risk management. They can assist clients with money management, reaching short-term and long-term financial goals, accounting, insurance, and more.
- How Safe Is Wealth Management Services?
If you work with an experienced wealth and financial adviser and fiduciary, wealth management services are safer. It’s important to choose a licensed adviser who operates as a fiduciary.
General Questions About Elevate Wealth Advisory
- Who Is Elevate Wealth Advisory?
We are a team of experienced advisers committed to helping our clients grow and protect their assets. We have been a trusted wealth adviser for more than 40 years. We use a collaborative, ensemble approach to ensure investors and their assets get greater support than they would if they worked with an individual adviser or manager.
- What Types of Clients Does Elevate Wealth Advisory Serve?
We offer comprehensive business and individual financial planning services. We work with clients at all stages of their financial planning journey, from just starting to preparing for or enjoying retirement.
- How Is Elevate Wealth Advisory Different from Other Financial Planning Firms?
At Elevate Wealth Advisory, we pride ourselves on our client-centric approach and commitment to customized solutions. We understand that each of our clients is unique, and we take the time to understand each client’s financial goals, preferences, and roadblocks. We then craft a carefully tailored strategy that helps them grow and protect their wealth and assets while they plan for retirement, business growth, business succession, and navigating major life events.
- What Makes Elevate Wealth Advisory’s Approach to Financial Planning Unique?
We use a highly personalized, client-centric approach. We use our Discover-Plan-Grow process to carefully and strategically tailor financial and wealth management services to your individual needs and preferences. Our goal is to provide comprehensive financial services and access to resources to address every aspect of your financial journey under one roof.
General Questions on Financial Planning Services
- What Are Financial Planning Services?
Financial planning services help with budgeting, investing, retirement savings, tax planning, and insurance.
- What Services Are Included in Financial Planning?
Financial planning services include portfolio and investment management, risk management, debt management, asset allocation, budgeting, retirement planning, estate planning, insurance services, education funding, tax planning, marriage and divorce planning, family planning, and emergency fund planning services.
- Do You Offer Retirement Planning Services?
Yes, we offer services for individuals and business owners who are preparing for or enjoying retirement. Our services include investment planning, life events planning, estate planning, wealth protection, tax planning and management, and business succession planning.
- Do You Help with Investment Management?
Yes, we can help you create a tailored, highly personalized plan for investment management and protecting and building your wealth. We focus on strategic investments and wealth accumulation to help you reach your short-term and long-term financial goals and prepare for your future.
- How Do You Help with Estate Planning?
We offer estate planning services that will help you protect your assets and legacy. We provide tax planning and management, life events planning, wealth protection, and other estate planning services.
Schedule a Consultation with Our Team of Advisers
Call us now or contact us online to schedule a consultation with our team of financial advisers. While we are based in the Athens, GA, area and located in Oconee County, our clients reside all over the country. We use our Discover-Plan-Grow process to tailor strategies and find solutions that align with your needs and preferences. We operate as a fiduciary, which means we are legally obligated to prioritize your best interests and offer objective advice and guidance.
