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Our ‘ensemble’ approach helps ensure that investors and their assets are supported in far greater ways than what an individual manager can provide.
One of the most important components of any successful advisory relationship is truly understanding who you are as a person. That is why we focus on what is most important to you, both financially and personally.
One of the most important components of any successful advisory relationship is truly understanding who you are as a person. We want to understand your personal definition of financial success so we can work with you to prioritize goals. As we get to know you, we look at your specific values, time horizon, income and liquidity needs, and ability and willingness to take risks. As we learn more about you through Discovery, we’ll determine how we can provide real value to you. We will invite you to a second ‘Goal Planning’ meeting, in which we’ll collaborate to lay the groundwork for your own customized financial plan.
Once we have discovered and understand what is most important to you, we work together to develop and implement a robust financial plan to help get you there. Following your review of the plan that we’ve built together, we’ll facilitate a ‘Mutual Commitment’ meeting, in which we’ll address any question or concerns, reiterate expectations, and, upon your go ahead, begin the onboarding process.
Because life is never static, we closely monitor your plan and make sure that it always reflects your situation. In addition, as financial markets go up and down, we help manage the level of risk in your portfolio through periodic rebalancing. With a firm commitment in place, we will work tirelessly to earn your confidence, aiming to become not only a trusted advisor but a lifelong friend along the way.
Elevate offers the core services that you’d expect, including investment consulting, strategic financial planning, and ongoing wealth advisory. By relying on our proprietary onboarding process and employing teamwork & collaboration, Elevate provides these services with depth, insight, and intellect.
Elevate offers the core services that you’d expect, including investment consulting, strategic financial planning, and ongoing wealth advisory. By relying on our proprietary onboarding process and employing teamwork & collaboration, Elevate provides these services with depth, insight, and intellect.
Elevate Wealth Advisory grew out of Vickery Financial, a planning firm with a legacy of service in the Athens, Georgia area that dates back nearly 40 years.
Vickery Financial founder Chuck Vickery was instrumental in planting the seeds for Elevate. His pragmatic and authentic approach to client management imparted the core pillars that our organization was built upon: ‘Treat people as you’d want to be treated,’ ‘learning is a lifelong opportunity,’ and – the one that encourages us the most in our evolution – ‘new day, new way.’
After nearly 14 years of working her way up through the ranks at Vickery Financial, Deanne Rosso purchased the firm and assumed leadership in 2019. Serving as President and CEO, Deanne is the visionary behind Elevate and is focused on building a deep, well-rounded team to ensure that the organization reaches its true potential.
Elevate Wealth Advisory grew out of Vickery Financial, a planning firm with a legacy of service in the Athens, Georgia area that dates back nearly 40 years.
Vickery Financial founder Chuck Vickery was instrumental in planting the seeds for Elevate. His pragmatic and authentic approach to client management imparted the core pillars that our organization was built upon: ‘Treat people as you’d want to be treated,’ ‘learning is a lifelong opportunity,’ and – the one that encourages us the most in our evolution – ‘new day, new way.’
After nearly 14 years of working her way up through the ranks at Vickery Financial, Deanne Rosso purchased the firm and assumed leadership in 2019. Serving as President and CEO, Deanne is the visionary behind Elevate and is focused on building a deep, well-rounded team to ensure that the organization reaches its true potential.
Elevate Advisory offers the core services that Vickery Financial’s clients came to expect and appreciate, including investment consulting, strategic financial planning, and ongoing wealth advisory. But by increasingly relying on our proprietary onboarding process and employing teamwork & collaboration, Elevate is able to provide those services with more depth, insight, and intellect than ever before.
With ever-increasing investment opportunities, philosophies, risks and rewards, we’ve grown to rely on an ‘ensemble’ approach to help ensure that investors and their assets are supported in far greater ways than what an individual manager can provide. This team-oriented model makes certain that the best interests of our clients are always front and center, while motivating each member of the Elevate team to offer strategies and solutions that stem from their own unique training and expertise.
Elevate Advisory offers the core services that Vickery Financial’s clients came to expect and appreciate, including investment consulting, strategic financial planning, and ongoing wealth advisory. But by increasingly relying on our proprietary onboarding process and employing teamwork & collaboration, Elevate is able to provide those services with more depth, insight, and intellect than ever before.
With ever-increasing investment opportunities, philosophies, risks and rewards, we’ve grown to rely on an ‘ensemble’ approach to help ensure that investors and their assets are supported in far greater ways than what an individual manager can provide. This team-oriented model makes certain that the best interests of our clients are always front and center, while motivating each member of the Elevate team to offer strategies and solutions that stem from their own unique training and expertise.
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