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Monday 8am - 4pm Tuesday 8am - 4pm Wednesday 8am - 4pm Thursday 8am - 4pm Friday 8am - 4pm

Elevate Private Wealth Management

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Joliet, IL
Elevate Private Wealth Management

Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Elevate Private Wealth Management, Financial planner, 990 Essington Road, Joliet, IL.

At Elevate Private Wealth Management, we bring together nearly 100 years of combined experience and commitment to create a thoughtful approach to comprehensive planning and innovative financial management.

07/17/2026

We're excited to introduce Ann O'Brien, our new Client Relationship Consultant!

Ann spent over 20 years in higher education, building a career around leadership, service, and getting to know people's stories. That same belief in relationships is what drew her to Elevate.

A Joliet native, Ann is deeply rooted in her community, from her involvement at the Cathedral of St. Raymond to her years supporting local schools and organizations across the area.

Outside the office, she loves gardening, reading, live theater, and most of all, time with her family.

Welcome to Elevate, Ann!

07/14/2026

Our Elevate family is growing! We're excited to celebrate two special additions to our team members' families.

Nick Lennon and his wife, Sarah, welcomed their third child, Colleen, on June 3rd.

Bryan Bertani and his wife, Brittany, welcomed their first child, Lacey, on June 9th.

We couldn't be happier for Nick, Bryan, and their families as they embrace this next chapter of life. Please join us in congratulating them and wishing them the very best!

07/03/2026

Happy Fourth of July!

This weekend, we celebrate America's enduring spirit, the freedoms we cherish, and the communities that make this country so special. As our nation marks its 250th year, we wish you and your family a happy, safe, and memorable Independence Day!

Our office and the financial markets will be closed on Friday, July 3, in observance of Independence Day.

06/29/2026

Six months down. Six to go.

Are the goals you set in January still the right ones? Has anything changed: a new job, a growing family, a business that's busier than expected?

A plan that isn't revisited can't really do it's job. Take some time this week to check in on your priorities and make sure you're still tracking for where you want to be.

06/21/2026

Happy Father's Day to all the incredible dads, stepdads, grandfathers, and father figures who lead with strength, love, and dedication every day. Wishing you a day filled with joy and appreciation!

06/18/2026

We're excited to introduce our second Elevate Intern for this summer, Jack Oswalt! Jack, born & raised in Shorewood, IL, is a rising Junior at the University of Chicago majoring in Business Economics with minors in Spanish & Entrepreneurship.

What interests Jack most about wealth management is the opportunity to build long-term relationships with clients and help them achieve meaningful financial goals. He enjoys the unique combination of analytical problem-solving and personal interaction that wealth management offers. The field also appeals to him because it requires continuous learning about markets, investment strategies, tax planning, and broader economic trends. He finds it rewarding to help individuals and families preserve and grow their wealth while providing confidence and clarity during both favorable and challenging market conditions.

Welcome to the team, Jack!

06/10/2026

One of the simplest yet most powerful frameworks we share with clients is the Three Buckets Analogy.

Each bucket serves a different purpose, and requires a different investment strategy.

Bucket 1 = Security
Bucket 2 = Flexibility
Bucket 3 = Growth

When you align your money with your time horizon, you reduce stress, improve decision-making, and stay invested through market ups and downs.

06/05/2026

Our team had a great weekend celebrating the Mix of ’26: Beyond Beer & Bourbon Fest, hosted by Will-Grundy Habitat for Humanity.

Elevate was proud to once again serve as the VIP Lounge Sponsor for this incredible event, which raises funds to support the Veteran’s Build Program.

We're grateful to everyone who joined us, volunteered, sponsored, and showed their support. The Mix of ’26 Fest was a tremendous success for our community.

Thank you to all who helped make this year so memorable!

05/29/2026

Happy 5/29 Day! 🎓

Today is a great reminder that planning ahead can make a big difference when it comes to education savings. Whether you're preparing for upcoming tuition costs or just getting started, a 529 plan can be a powerful tool to help build a strong foundation.

If saving for a child's future education is something that's been on your mind, we'd love to have a conversation and help you explore your options.

05/27/2026

Join us in welcoming our first summer intern, Liam MacKenzie, to the Elevate team!

What interests Liam most about wealth management is "being able to directly impact people's lives and give them a sense of financial freedom. Any way I can assist in helping someone is a win in my book."

We're excited to have Liam on board this summer and look forward to the energy and contributions he'll bring to the team. Welcome to Elevate, Liam!

Address

990 Essington Road
Joliet, IL
60435

Opening Hours

Monday	8am - 4pm
Tuesday	8am - 4pm
Wednesday	8am - 4pm
Thursday	8am - 4pm
Friday	8am - 4pm

Telephone

+18157254630

Website

http://www.elevatepwm.com/

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