Your tax documents will be mailed to your address of record. They will also be available 24/7 online via your investor login. Wait until you have all tax documents prior to filing!
Elevation Financial Group is open and accepting new clients. The office is open during regular business hours.
We are continuing to conduct all meetings virtually to protect our team and our clients. We have implemented several COVID-19 safety measures, including air purification, scheduled drop-offs/pickups, office sanitation, and frequent cleaning of high touch surfaces.
We can't wait to see you all in person again!
Deborah J Trouw, CFP®, ADPA®
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
The draw to Robinhood is obvious – the possibility of winning big and making a lot of money is extremely enticing for the average person. Combined with the ability to buy partial shares and the general culture of the app, I am not surprised that Robinhood has amassed so many users. I also believe it to be a dangerous combination...
No matter where you are on your life adventure, we can help guide you to where you want to be.
We are passionate about helping other women feel empowered and in control of their finances.
We pride ourselves on being involved in and giving back to our community of Santa Fe.
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
Waddell & Reed, Inc. is not affiliated with KOAT and no cash or cash equivalent donations can be accepted by independent financial advisors on behalf of the charity. Waddell & Reed, Inc. is not responsible for any donations made.