Elevate Wealth Advisory

07/15/2026

Happy Birthday to our scheduling coordinator, Suzanne! We are so happy you joined our team and hope the next year is as wonderful as you are!

07/15/2026

Happy Ele-versary to Gary Stoller!

For the past two years, Gary has been helping clients navigate important financial decisions with wisdom, patience, and experience. He's well-versed in wealth advice, retirement planning, and helping clients feel confident about their future.

He's also well-versed in dad jokes—but we'll let you decide which skill he's most proud of.

Thank you, Gary, for everything you do for our clients and our team. We're grateful to have you at Elevate!

07/13/2026

We are excited to co-host this awesome event!

When was the last time you set aside an entire day just for yourself?

Not for work.

Not for your family.

Not because someone needed something from you.

Just for you.

That's exactly why we created Elevate Women.

On Saturday, August 15, women from across our community will come together for a day focused on three things that impact every season of life:

💜 Financial Health
💜 Business Health
💜 Mental Health & Wellness

Whether you're growing your career, building a business, preparing for retirement, or simply looking for encouragement and connection, this day was designed with you in mind.

You'll hear inspiring stories, gain practical tools, meet incredible professionals, enjoy delicious local food, receive a professional headshot, and leave feeling empowered for whatever comes next.

Because every woman deserves a day like this.
📅 Saturday, August 15
📍 Elevate Wealth Advisory | Athens, GA

Tag the woman you'd love to spend the day with.

Reserve your seat today: https://www.eventbrite.com/e/elevate-women-tickets-1992505516637?aff=oddtdtcreator&fbclid=IwY2xjawTCNQRleHRuA2FlbQIxMABicmlkETFzQTlUTTZNSTZESHpXVURac3J0YwZhcHBfaWQQMjIyMDM5MTc4ODIwMDg5MgABHlyWh-zZAALCFXOYwEgn5AGJcnC0vzyZMd1mFpZNDb_oi0y2fueFLoDWLxbU_aem_r644p5SF5gEKG_EFyWqEhQ

07/13/2026

Happy Birthday to Gary Stoller, our Wealth Adviser and Director of Wealth Advice!

Please join us in wishing Gary a very happy birthday and a wonderful year ahead!

07/09/2026

Could a Roth conversion help improve your retirement tax strategy?

A Roth conversion allows you to move money from a traditional IRA into a Roth IRA, pay taxes now, and potentially enjoy tax-free growth and withdrawals in the future.

The right timing can make a big difference. That's why it's important to coordinate with your financial advisor and tax professional before making a move.

Want to see if a Roth conversion fits your financial plan? Visit elevate-wealth.com and click "Let's Talk."

07/07/2026

Retirement planning isn't just about saving—it's also about having a strategy for using what you've built.

Join our Wealth Adviser and Chief Compliance Officer Clarke Holt July 21 @ Noon for our webinar, Smart IRA Strategies for Retirement. Learn how thoughtful IRA withdrawal planning may help you manage taxes, maximize retirement income, and make your savings last longer.

Reserve your spot today at: https://bit.ly/4ws2b29

07/04/2026

Happy Independence Day from all of us at Elevate Wealth Advisory!

As we celebrate the freedoms we enjoy, we're reminded that financial independence is a journey worth pursuing. Whether you're building wealth, planning for retirement, or working toward your next goal, every step forward matters.

Wishing you a safe, happy, and meaningful Fourth of July with family and friends.

07/02/2026

A quick market check-in from our Director of Investment Policy Rob Fezekas.

He breaks down what’s going on, what’s changed, and what actually matters moving forward.

Because while headlines come and go, a solid plan stays steady.

07/01/2026

The holidays have a way of arriving faster than expected. A little planning in July can help reduce financial stress in December and let you focus on what matters most—time with the people you love!

How do you prepare for the holidays? Are you already planning, or do you wait until the decorations hit the stores?

06/30/2026

Summer is here, and our team is out making the most of it.

Where are you headed this summer season? Or where have you already been?

We love seeing the places our clients and team get to experience—because those moments are exactly what planning is for. Don't forget to take Elevate on the road with you. Share your photos with your Elevate Swag!