This website is for informational purposes only and does not constitute a complete description of our investment services. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. There are no warranties, expressed or implied, as to the accuracy, completeness, or results obtained from any information posted on this or any linked website. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance.
The information provided herein does not constitute tax, accounting or legal advice. Investment advice can only be rendered after receipt of Elevate Financial's disclosure statement (Form ADV Part 2A) and after entering into an investment advisory agreement with Elevate Financial LLC. A copy of our current written disclosure statement discussing our advisory services and fees is available for review upon request.
Investing in financial markets involves risk, including the risk of principal loss. Information in this email is in no way intended as personalized investment advice and should not be interpreted as such. Past performance is not an indicator of future results.
Elevate Financial is not affiliated with Colonial Surety Company. Any bonds purchased from Colonial Surety are the responsibility of Colonial Surety. This service is provided as a convenience. Elevate Financial does not endorse Colonial Surety and recommends you compare other providers prior to purchasing a bond.
Privacy Policy
ELEVATE FINANCIAL LLC, an independent Financial Planning, Investment Management, and Pension Consultancy Firm, considers client privacy to be a fundamental aspect of our client relationships. We are committed to maintaining the confidentiality, integrity, and security of our current, prospective and former clients’ personal information.
In the course of providing you with advisory services, we may collect, retain, and use client information for the purpose of administering our operations, providing client service, and complying with legal and regulatory requirements. This information may come from sources such as account applications, investment policy statements, from your transactions, and other forms from other written, electronic or verbal correspondence from your brokerage, attorney, accountant or other advisor you may employ. We do not sell, exchange or disclose client information with outside organizations unless the third party is essential in administering our operations or except as required or permitted by law.
No confidential information, whatever the source, regarding any customer or client, may be disclosed except the following: We reserve the right to disclose or report personal information where we believe in good faith that disclosure is required under law, to cooperate with regulators or law enforcement authorities. Adviser reserves the right to disclose information with other Adviser employees in connection with the Adviser’s business and to non-affiliated third parties with whom the Adviser has a contractual agreement to jointly offer, endorse or sponsor a financial product or service; and to service and maintain customer accounts including effectuating a transaction. Adviser may disclose information about client or client’s account to a non-affiliated third party at client’s written request.
Finally, to further safeguard client information digitally, we maintain password protected systems, updated anti-virus and anti-spyware software, and encrypted hardware and software firewalls.