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Unlock Your Dream Retirement with Elevated Wealth Management

Welcome to Elevated Wealth Management- Your Path to Retirement Bliss!

Are you ready to make your retirement dreams a reality? We specialize in helping retirees like you maximize their retirement, so you can enjoy the golden years you’ve always imagined. We understand that retirement planning can be overwhelming, but with our expert guidance and personalized approach, we’ll turn your retirement vision into a seamless reality.

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Why Choose Elevated Wealth Management?

Tailored Retirement Solutions

A Chartered Financial Consultant Chfc(R) will work closely with you to create a customized retirement plan that aligns with your unique goals, desires, and financial situation.

Financial Peace of Mind

Worried about running out of money in retirement? With Elevated Wealth, you'll gain confidence in your financial future. Our strategies ensure your money lasts as long as you do, providing peace of mind for you and your loved ones.

Maximize Social Security Benefits

We specialize in helping you make the most of your Social Security benefits and can help you optimize your benefits and ensure you receive every dollar you're entitled to.

Investment Expertise

Our team of investment professionals will help you create a diversified portfolio designed to meet your income and growth objectives while minimizing risk.

Estate Planning

Safeguard your legacy and provide for your heirs. Every plan should protect and pass your wealth efficiently.

Enjoy Your Retirement Lifestyle

Your retirement should be a time to enjoy life to the fullest. Let us handle the financial complexities while you focus on what truly matters - your passions, hobbies, and spending quality time with loved ones.


Our Process

Welcome to our 3-step journey towards your dream retirement!

Step 1 - Design It

Your Aspirations, Our Focus
In the 'Design It' phase, we put your dreams front and center. We're not just here to listen; we're here to care deeply about what you want. Your retirement goals are our top priority, and we're dedicated to tailoring a plan that aligns perfectly with your aspirations.

Step 2 - Map It

Our Education Process and You as Our Partner
In the 'Map It' phase, we engage in a collaborative learning process. We'll review what you have and share our insights, highlighting potential pitfalls. You're not alone on this journey; you're our partner in this adventure. We're here to educate and empower you with the knowledge and tools needed to make informed decisions on your path to a secure retirement."

Step 3 - Build It

With You Every Step of the Way
In the 'Build It' phase, we will design a detailed, easy-to-follow path for pursuing your retirement goals. And remember, we're right there with you, guiding and supporting you every step of the way. Together, we'll make your dream retirement a reality!



Hear what our Clients have to say! At Elevated Wealth, our mission is to help you achieve your financial goals, and retirement dreams. But don’t just take our word for it-hear from the people who’ve already experienced our services. Here are some testimonials from our current clients, sharing their stories of success. Read on and discover how we can help you, too.
A referral to Elevated Wealth from a friend has proved to be very worthwhile. Eric and Jennifer are great people. They are very personable. and trustworthy.I appreciate their willingness to listen and tactfully lead me in a way to help me achieve my goals. They take the time to get to know what my goals are and then work to make that possible.
Marj Stanford
Marj Stanford
My wife and I are small business owners here in Franklin TN. We are near retirement and have looked for another small business that could partner with us to manage our financial portfolio. There are many choices. We chose Elevated because Eric and Jennifer impressed us with their detailed, caring and professional approach. After establishing that our portfolio size and specific circumstances seemed a good fit, we sat down with Eric and began hammering out a financial plan. We want to travel some. We will need our nest egg to grow and provide additional income later in life. Eric listened. He asked many questions. As a professional he is able to guide us in a direction that feels comfortable. Eric has already guided us through the introduction phase and continues to provide excellent service. We trust Elevated with our financial portfolio. We trust Eric and Jennifer.
Jack Nadeau
Jack Nadeau
This is not a one-size fits all approach to your financial goals. We had just spent 5 years with an impersonal passive financial planner. Eric and Jennifer took the time get to know us and we couldn't be more pleased. Highly recommend
Craig Rouviere
Craig Rouviere
I was on the verge of early retirement and went to one of Eric’s seminars at the Edmondson Pike Library. I’m so glad that I went to the seminar as my homemade plan would have worked but was full of potential RMD and Tax pitfalls that could be avoided with some planning. Eric works diligently to ensure I understood fully the strategies he recommends, why he recommends given strategies, as well risks and alternatives. We have worked together to put together an optimized financial plan that provides for my current and future financial wants and needs. That being said Eric follows up on a regular basis to confirm I’m still comfortable with the plan or if I want to make any changes given market conditions. I highly recommend you give Eric and Jennifer a call or go to one of their seminars to see for yourself what they can do for you.
Chuck Keating
Chuck Keating
We began working with Eric for full suite retirement and portfolio services (multi-year tax planning, estate planning, long-term care, retirement income withdrawal strategies, social security activation choices and wealth management and investment advice). We are so relieved to have a one-stop strategist that educates us and advises us to make optimum choices for our goals. You will have increased peace of mind immediately upon working with Eric and Jennifer as your personal wealth management professionals due to their high integrity and personal approach with their clients.
Camille Babb
Camille Babb
I am very happy with the services provided Elevated Wealth Management. Eric and Jennifer are a great team making me feel confident in reaching my retirement goals. Eric works to inform and educate the client, allowing you to make the best decision for your comfort level and situation. I highly recommend the services of Elevated Wealth Management.
Jacalyn Stavish
Jacalyn Stavish
My experiences with Eric and Jennifer have been outstanding. They truly take the time to understand your unique family situation in order to formulate a plan that fits your exact financial and spiritual goals. I find their proactive communications meaningful in order to keep me focused on potential opportunities emerging. I highly recommend them to partner with.
Don Cleary
Don Cleary
Eric and Jennifer provide a great level of professionalism and clearly possess a deep knowledge of financial planning and investing. At the same time, they are very down to earth and approachable. Our meetings never feel rushed and Eric always takes the time to listen to our concerns, answer questions, and offer practical advice. He always provides his rational when making recommendations, but he has never been pushy with any particular financial product. We appreciate having a sound partner to help us navigate the complex world of planning for our financial future!
Mike and Michelle Chynoweth (Mike and Michelle)
Mike and Michelle Chynoweth (Mike and Michelle)
I couldn’t ask for a better firm to work with. they are very professional . But they make you feel like you are family I highly recommend them.
Peggy Watkins
Peggy Watkins

Contact Us Today

Your dream retirement is within reach. Don’t wait any longer to secure your financial future and embark on a worry-free retirement journey with Elevated Wealth. Contact us today to schedule your free consultation and take the first step towards the retirement you deserve.
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