Greenlawn, NY Office

Elevation Wealth Partners provides discretionary investment management, financial planning, and retirement plan advisory services to individuals (including high‑net‑worth clients), families, trusts, estates, businesses, charitable organizations, and employer‑sponsored plans. The firm’s Form ADV discloses approximately $219.6 million in assets under management and describes both wealth management and ERISA plan services, including investment oversight and 3(21)/3(38) roles for plan sponsors.

The firm describes a primarily long‑term, diversified investment approach that leans on low‑cost mutual funds and ETFs while also using individual stocks, bonds and alternative investments where appropriate, informed by fundamental and behavioral analysis. Elevation Wealth states it will rebalance, harvest gains or losses, and may implement cash positions or other adjustments for tax, risk‑management or portfolio construction reasons, with regular monitoring and client reviews.

A feature the brochure highlights as material is the firm’s potential use of derivatives in client accounts and an explicit discussion of derivative‑specific risks (hedging vs. speculative uses, counterparty and contract risks), which the firm notes and discloses in its risk section. The brochure also discloses that a principal maintains broker‑dealer and insurance licenses and may implement commissionable or insurance transactions separately from advisory services, a practice the firm identifies as a conflict of interest and describes how it is mitigated.