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We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We are optimized to work with clients who have $500,000 or more in investable assets.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

Ben James is President and founder of Elevate Wealth Advisors and has worked extensively in the field of financial management since 1997. A graduate of Portland State University with a degree in Finance, Ben holds the Chartered...

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Kay Lang has been involved in the investment management business for more than 20 years. She was raised in Beaverton Oregon and earned her BS in Finance and BS in Marketing from the University of Oregon in 1992. Kay joined Elevate...

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Daniel Nordstrom brings a wealth of experience from serving clients for over ten years. He earned his BA in Theology and Master of Divinity from Multnomah University in 2005 and 2013. Daniel joined Elevate Wealth Advisors in 2014 where...

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