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(505) 984-3856

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!

Deborah J Trouw, CFP®, ADPA®

Virtual Event: 2020 Elections & The Markets

Virtual Event: 2020 Elections & The Markets

Join Elevation Financial Group for a talk with Adam Byard of T. Rowe Price. The election's over - what's next for the markets & your investments?

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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: Let's talk about your legacy - what happens after you're gone?

New Blog Post: Let's talk about your legacy - what happens after you're gone?

Life can be unpredictable, but your estate plan shouldn't be...

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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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