# Elevate Wealth Management

> Proactive and comprehensive wealth management

Proactive and comprehensive wealth management, centered around investment management, goal based planning & creative strategies

## Key facts
- Location: 999 W. Main St, Suite 100, Boise, Idaho 83702
- Phone: +12085198658
- Email: Andrew@elevate-wealth.net
- Website: https://www.elevate-wealth.net

## Services
- Portfolio & Investment Management: Elevate Wealth Management provides custom portfolio and investment management services tailored to align your asset allocation with long-term financial goals and risk tolerance. We deliver proactive, fiduciary-driven asset management, disciplined risk mitigation, and strategic rebalancing to help grow and protect wealth across changing market conditions.
- Tax Reduction Strategies: Elevate Wealth Management provides personalized tax reduction strategies designed to minimize tax liabilities and optimize after-tax investment returns. We integrate proactive tax planning, strategic asset location, capital gains management, and tax-loss harvesting to help individuals and business owners preserve wealth across every stage of life.
- Proactive Wealth Planning: Elevate Wealth Management delivers proactive wealth planning designed to anticipate life transitions, protect assets, and optimize long-term growth. We integrate comprehensive cash flow modeling, risk management, estate alignment, and ongoing strategy adjustments to ensure your financial plan dynamically evolves with your personal goals and changing market conditions.

## Service areas
- Boise
- Eagle
- Meridian
- Coeur d’Alene
- Sonoma County

## Key pages
- [About](https://www.elevate-wealth.net/about/)
- [Accessibility Policy](https://www.elevate-wealth.net/accessibility-policy/)
- [Blog](https://www.elevate-wealth.net/blog/)
- [Contact Us](https://www.elevate-wealth.net/contact-us/)
- [Home](https://www.elevate-wealth.net/)
- [Our Process](https://www.elevate-wealth.net/our-process/)
- [Privacy Policy](https://www.elevate-wealth.net/privacy-policy/)
- [Services](https://www.elevate-wealth.net/services/)

## Why this business
- Young & Informed: Young enough to have a strong understanding of the modern/current economy, Old enough to be classically trained and understand history. The most important years for the client are when they retire and the following years after. We will be with you for years to come.
- Creative: We come up with unique strategies to help grow your money and save on taxes now and in the future. Often tax advise focuses on now without consider the future, we create strategies that save you in the present and in the future, optimizing investments through understanding your tax bracket, financial situation and goals.
- Human Approach: Most financial decisions are not soley based on maximizing returns, they are emotionally based, we help clients navigate decisions that fit their unique needs and situation. Passionate about the emotional outcome not just the financial effect
- Guarantee: No long term contracts Market reasonable pricing Fiduciary backed planning
- Trust: Over a half decade of experience Testimonials? Quality over quantity, we focus more on quality we can provide to clients, rather than underserving too many clients Advisor of the year 2022

## FAQ
### What makes Elevate Wealth different from other financial advisors?
Elevate Wealth focuses on honest, human‑centered financial planning rather than product‑driven advice. Their approach emphasizes education, empowerment, and long‑term strategy, supported by modern insight and genuine care for each client.

### What types of financial planning services do you offer?
Services include portfolio and investment management, proactive wealth planning, and long‑term tax reduction strategies. Each service is designed to adapt to your goals and changing financial landscape.

### Do you provide tax‑smart strategies?
Yes. Elevate Wealth offers creative, long‑term tax planning solutions to help clients keep more of what they earn now and in the future.

### Are you a fiduciary?
Yes. Elevate Wealth provides fiduciary‑backed planning, meaning advice is always given with your best interests first.

### How do you structure your pricing?
The firm offers transparent, market‑fair pricing designed to deliver value without surprises.

### Who do you serve?
Elevate Wealth works with individuals and families throughout the Treasure Valley — including Boise, Eagle, Meridian, and Nampa — as well as clients across Idaho, several western states, and Sonoma County, California.

### What can I expect during the planning process?
You’ll receive people‑first guidance for major financial decisions, clear advice, and long‑term support. The process is designed to help you make confident choices about retirement, family wealth, business exits, and more.

### Is Elevate Wealth an independent firm?
Yes. They offer fully independent investment solutions not tied to a single company, ensuring unbiased recommendations.

### How do clients describe their experience?
Clients highlight Andrew’s deep market knowledge, proactive communication, integrity, and the time he invests to ensure clients feel informed and confident.

### How can I schedule a consultation?
You can schedule a consultation directly through the website or contact the office at 208‑519‑8658.