Elevation Wealth Management

Elevation Wealth Management Financial Planning Practice located in Leawood, KS. Helping you work towards your financial goals! www.finra.org, www.sipc.org.

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this page may discuss and/or transact business only with residents of the states

in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Nightmare Series: The Estate Planning DisasterWhen someone passes away, the last thing a family should face is confusion...
07/16/2026

Nightmare Series: The Estate Planning Disaster

When someone passes away, the last thing a family should face is confusion.

In a case we witnessed earlier this year, there was a will, but there wasn’t a clear plan. It was a blended family, roles weren’t clearly defined, everyone had different expectations, and accounts were listed on an outdated spreadsheet. Instead of supporting one another, months were spent trying to figure it all out. To add to the drama, probate got involved.

A will is an important first step. But a well-communicated estate plan helps your family navigate what comes after.

07/13/2026

Last week at EWM!!! 🎉🙌☀️

Happy Retirement Clay!!!If you come to our Christmas Parties lately, you’ve probably met “Santa”. For the past 28 years ...
07/08/2026

Happy Retirement Clay!!!

If you come to our Christmas Parties lately, you’ve probably met “Santa”. For the past 28 years he has worked in the Aerospace industry in Wichita, KS, and is finally ready to start his “Golden Years”!

Big congrats Clay, and thank you for trusting EWM to help get you there!

07/04/2026

Happy Independence Day!!!

07/03/2026

Monthly Market Minute for June!

07/03/2026

Monthly Market Minute for June 2026!

Your 50s are your power decade. Kids heading to college, career hitting its stride, retirement on the horizon… it’s a lo...
06/23/2026

Your 50s are your power decade. Kids heading to college, career hitting its stride, retirement on the horizon… it’s a lot to juggle.

That’s exactly why the Ascent plan exists. We help you protect what you’ve built, plan the legacy you want to leave, and make sure retirement doesn’t catch you off guard.

One conversation. Total clarity. Ready to own this decade?

New house? Growing family? Big milestones deserve protection. 🏡Our EWM Futures program, powered by our wealth.com estate...
06/18/2026

New house? Growing family? Big milestones deserve protection. 🏡

Our EWM Futures program, powered by our wealth.com estate planning platform, and utilizing our Assetmap planning platform, is built for young families: guardianship designations, a will that actually reflects your life, savings target for future goals, and a complete plan that grows with you.

You don’t have to be retired to need an estate plan. You just have to be starting something worth protecting.

Link in bio to get started.

06/15/2026

Financial Planning 104: Pay off high interest debts (credit cards, personal loans, etc) to help you save more money!

Address

8900 State Line Road Ste. 403
Leawood, KS
66206

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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