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Update as of 11/24: Elevation Financial is open and accepting new clients! We have implemented several procedures to keep us and our clients safe during the COVID-19 outbreak. These include conducting all meetings remotely via phone or video conferencing, office sanitation, and scheduled document pickups/drop offs. 

We know that you rely on us to keep you informed and assist with your investments during these turbulent times. We're available via phone or email during regular business hours. Don't hesitate to reach out - we're here for you!

Our Mission

Our Mission

Whether you’re just getting started on your life adventure or you’re further along the path and planning for the next generation, at Elevation Financial Group, we can guide you to where you want to be. Combining high-level financial planning with a personalized, local approach, we do the heavy lifting of your finances so you can focus on what you do best: enjoying your life.

Dream your adventure, let us help you make it into reality!


© Photography by Daniel Quat

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New Blog Post: Instant Gratification - What We Regret the Next Morning

New Blog Post: Instant Gratification - What We Regret the Next Morning

One of the great ramifications of having powerful technology at our fingertips is that we take action first, think later. This phenomenon applies to that questionable Facebook status as well as our spending choices...

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Your Journey

No matter where you are on your life adventure, we can help guide you to where you want to be.

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The Women's Connection

We are passionate about helping other women feel empowered and in control of their finances.

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Our Community

We pride ourselves on being involved in and giving back to our community of Santa Fe.

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Who We Are

Deborah J Trouw, CFP®, ADPA®

Deborah J Trouw, CFP®, ADPA®

Financial Advisor

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Natalie J Trouw

Natalie J Trouw

Associate

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Call or email us to set up a complimentary, no-obligation consultation to discuss how we can work together so you can feel more confident about your financial decisions.

In Santa Fe: 505-984-3856

E-mail: dtrouw@wradvisors.com

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