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.

06/01/2026

Financial Planning 103: when your employer offers to match your retirement contributions… please take full advantage of it! It is free money going into your investments.

College costs keep climbing, and the earlier you start saving, the better. A 529 plan is one of the most tax-efficient w...
05/29/2026

College costs keep climbing, and the earlier you start saving, the better.

A 529 plan is one of the most tax-efficient ways to save for education. Your contributions grow tax-free, and withdrawals for qualified education expenses aren’t taxed either.

And here’s something new: if your child doesn’t use all the funds for college, they can now roll the remaining balance into a Roth IRA.

Ready to secure your child’s educational future?

Schedule a free consultation with us today and let’s talk about a 529 strategy that works for your family.

05/27/2026

Estate planning sounds complicated… But it doesn’t have to be!

With our new collaboration with wealth.com, you can protect your family, your assets, and your legacy in a simple and affordable process backed by AI and their estate planning professionals.

The best part… You only pay a consultation fee. No surprise costs, hourly billing, or intimidating price tag.

A simple and smart plan that gives you peace of mind!

Send us a message to find out more.

From our Elevation Wealth Management family to yours, wishing you a peaceful Memorial Day filled with gratitude, good co...
05/25/2026

From our Elevation Wealth Management family to yours, wishing you a peaceful Memorial Day filled with gratitude, good company, and reflection for those who made it all possible. 🇺🇸

05/19/2026

Financial Planning 102: Save up an emergency fund!

05/15/2026

We’re excited to announce our partnership with Wealth.com, bringing premium estate planning to our clients at an exceptional value!

Now you can get comprehensive, professionally drafted estate plans at a fraction of the typical cost, right alongside your financial strategy.

Estate planning shouldn’t be an afterthought, it’s the foundation of a complete financial picture.

Ready to protect what matters most? Schedule your estate planning consultation with us today. Link in bio.

05/13/2026

Long term care planning: 70% of people over 65 will need care. Most have zero plan. Here’s ours.

05/11/2026

Financial Planning 101: You need a budget before you start saving and investing!

05/04/2026

Learn to turn savings into income

05/04/2026

April Monthly Market Minute: Who needs a Newsletter when we can break it down for you in 60 seconds!

Huge monthly returns fueled by ceasefire and diminishing geopolitical tension. Reopened oil supply eased most economic concerns, and lingering questions around inflation & interest rates. Tech led the way, but strong earnings across the board, as most companies appear to have stronger profits than most analysts believed starting the year!

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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