Company

Elevatus Wealth Management

Financial Services Victor, New York 8 employees

Employees: 8

elevatuswealth.com LinkedIn

Elevatus Wealth Management Overview

Headquarters: Victor, New York
Website: elevatuswealth.com
Industry: Financial Services
Employees: 8
Founded: 2020
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Wealth Management EstatePlanning Tax Preperation

About Elevatus Wealth Management

Investment advisory services offered through Elevatus Wealth Management, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable. Elevatus Wealth Management is a company based out of Victor, New York, United States.

Elevatus Wealth Management Contact Details

People in AeroLeads: 3

Elevatus Wealth Management Org Chart

Sample employees and titles

Name	Title	Location	Contact
Julie Lynch	Client Associate I Executive Administrative Assistant - Client Service Support - Regulatory Compliance - Strategic Planning - Reports & Documentation	Fairport, New York, United States	View
Brittany Buffington, Cfp®	Registered Senior Wealth Associate at Elevatus Wealth Management	Pittsford, New York, United States	View
Renée Ricco	Chief Media & Economic Contributor at Elevatus Wealth Management, Independent Citizen Journalist. Known for the Ability to Communicate Complex Issues		View