Tax Mitigation | Financial Planning | Investment Planning | Business Owner Planning | Active & Passive Management | Estate Planning | Distribution Planning | Fee based planning | Charitable Donation Strategies | Lending Strategies | Independent & Unbiased Solutions Elevate Financial Partners is a wealth management & financial planning firm headquartered in Newport Beach with offices in Beverly Hills and Scottsdale, AZ. Our firm offers custom portfolio construction, institutional investment strategies brought to the retail market, complex life insurance plan creation, insurance planning, pre and post tax mitigation, business owner planning, estate planning and holistic financial planning with proven strategies that offer our clients positive results. We also offer our clients tax and accounting services. Investment advisory services are offered through Elevate Wealth Advisors LLC. Elevate Wealth Advisors LLC is a separate entity from Elevate Financial & Insurance Services, LLC., dba, Elevate Financial Partners. Elevate Tax & Accounting Services offers tax and accounting advice • 4675 MacArthur Court Ste. 1430 Newport Beach, California 92660