Robert Monahan is a CFP® with 37 years of industry experience, currently serving as an Investment Advisor Representative at Elevation Wealth Partners LLC. His prior experience includes roles at Morgan Stanley, Merrill, and Bank of America. He is also registered as a Registered Representative with Purshe Kaplan Sterling Investments, where he provides insurance advice. Elevation Wealth Partners LLC offers discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, families, trusts, businesses, and charitable organizations. The firm emphasizes a long-term, diversified investment approach using low-cost mutual funds and ETFs alongside individual securities, with ongoing portfolio monitoring and client reviews.

Jack Monahan is a financial advisor at Elevation Wealth Partners LLC with a Series 65 designation and one year of industry experience. Prior to joining Elevation Wealth Partners, he worked at Empire Merchants and Clare Rose. Elevation Wealth Partners provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, charitable organizations, and employer-sponsored plans. The firm employs a primarily long-term, diversified investment approach using low-cost mutual funds and ETFs, with additional use of individual stocks, bonds, and alternative investments as appropriate.