Strategic Financial

& Retirement Planning 

Elevate Wealth Advisors specializes in comprehensive financial and retirement planning. We focus on Social Security analysis and coordinated investment strategies across asset classes that support long-term confidence in our clients. We evaluate how your benefits, income sources, and portfolio decisions work together and offer strategies to ensure your hard-earned money will last a lifetime. Our approach is centered on integration — aligning income planning, investments, and risk management to create a clear and cohesive financial path that adjusts alongside your changing needs.

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Custom Solutions for
Lifelong Impact

Services

ASSET MANAGEMENT
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You and your family work diligently to build wealth over a lifetime. When the time comes to rely on those assets, you deserve the confidence that they are properly positioned to support your goals. Our Asset Management services focus on stewarding your financial resources with discipline, clarity, and care. Through a prudent and comprehensive approach, we help ensure your assets are aligned with your long-term strategy — today and into the future.

RETIREMENT SUCCESS STRATEGY
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At Elevate Wealth Advisors, we’ve seen that retirement uncertainty rarely comes from a lack of effort. It comes from a lack of clarity. Many individuals don’t have a written strategy that turns their hard-earned assets into a confident, actionable plan. We create a detailed, personalized roadmap to align your investments, Social Security, income strategy, and long-term goals.

INVESTMENT PLANNING
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Through a customized investment strategy built on diversification and disciplined decision-making, we help you navigate market volatility while remaining focused on long-term outcomes.

SOCIAL SECURITY OPTIMIZATION
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A recent study has revealed that retirees are collectively missing out on $3.4 trillion in potential income that could have been used during their retirement due to suboptimal Social Security claiming decisions. This equates to an average of $111,000 per household.

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Meet the Team

  • Portrait of a woman with long wavy dark hair, wearing a white blazer and a black top, sitting at a table with a gray background.

    ALISON SHER

    FOUNDER + SENIOR ADVISOR

  • A man with short dark hair and a beard, wearing a navy suit and white shirt, in an indoor setting with blurred lights in the background.

    DAVID GOLD

    EXECUTIVE ASSISTANT

  • A man with short black hair, wearing a black blazer over a light purple collared shirt, looks at the camera against a plain light background.

    GENE PEREZ

    INVESTMENT ASSET MANAGER

  • A man with dark hair, glasses, and a beard, wearing a white shirt and a dark blazer, smiling with arms crossed against a light background.

    MITCH WHITNEY

    MARKETING DIRECTOR

  • A smiling man with short hair and a beard, wearing a white shirt and navy blazer, standing indoors with large green plants in the background.

    MATT GLASS

    SALES + SEMINAR OPERATIONS

  • A woman with long black hair smiling, wearing a dark blazer, standing outdoors with greenery in the background.

    REGINA CORNELIO

    STRATEGIC ADVISOR