Built on the foundational understanding that individuals are unique, as are their needs, wants, goals and objectives, Elevated Wealth extends their services beyond your typical pie chart portfolio approach. As you are guided through the Elevated Wealth experience, we will artfully create a customized plan that is tailored to you.
It is our position that a well-designed investment plan incorporates more than just returns. Consideration of tax-planning opportunities, income planning, estate planning, health care options, risk management and perhaps, most importantly, personal peace of mind, are all important aspects of an ELEVATED PLAN. More succinctly stated, we make sure all aspects of your financial plan are working harmoniously with one another.
In order to accomplish this level of planning, we believe our independence is of the upmost importance. This means we do not work for anyone other than you, the client! We are not beholden to any individual companies, nor do we have biased views on investment products that come from the top down. This allows you to rest assured that the investment solutions we create and recommend are based on your needs and not the needs of a big corporation.
While all this sounds great, the bottom line is implementation! As a Chartered Financial Consultant and with more than a decade of experience, Eric is equipped with the knowledge necessary to quarterback a true, comprehensive plan. Whether you already have relationships with outside professionals or need those connections, we will work hand and hand with all parties to make sure your needs and objectives are addressed. Although comprehensive planning is nice to say, we believe the action speaks louder!
Meet The Team
The team behind Elevated Wealth is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Eric Fritts, CHFC® Owner/Financial Advisor
In an industry that is filled with brilliant minds, it takes more than knowledge to stand out. Eric combines his knowledge, intelligence and experience with a work ethic that he feels separates himself and Elevated Wealth from typical financial advisory firms. His willingness to go above and beyond when working with his clients is necessary in many cases and should be expected, in his opinion. “Knowledge is very important in this line of work, but it’s not just the knowledge that counts,” he says. “It is the willingness to apply that knowledge to the fullest extent for your clients and that takes intention and time, but creates great results.”
After much prayer and consideration, in 2019 Eric and his wife decided it was time to take all his acquired skill sets to create Elevated Wealth Management, LLC. Eric is a Chartered Financial Consultant (CHFC), has passed the Series 65 securities exam and has been life and health insurance licensed since he was 20, beginning his career in financial services working with a Fortune 500 company in 2002. He later began working with an independent financial planning firm in 2007 and, with over a decade of working in that space, there is no question as to the level of experience and knowledge that is leveraged for his client’s benefit. He has been featured in a variety of news and media outlets such as kiplinger.com, ABC affiliate WATE, WBIR, and co-hosted a radio show on WOKI.
Outside of work life, Eric and his wife, Jennifer, share 3 beautiful children, Madison, Carter and Chandler. Most all free time is spent living life to the fullest with his family, but if he does have any personal time, you will likely find him at the gym or playing sports of some sort! Fun fact: Eric has a second passion for kids and martial arts, has studied over 5 different styles, holds a second degree black belt in American Freestyle, and has volunteered countless hours teaching and working with today’s youth. For him, this was just additional fuel for his passion of helping others.
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For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.