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Elevate Wealth Planning

EST. AUM
$250,000,000

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Firm Details

Metro area New York City
CRD Number
Website elevatewealthplanning.com
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Overview

Elevate Wealth Planning is an independent wealth management and financial planning firm headquartered in Clinton, New Jersey. Founded in 2018 by Christopher Scalzo, the firm provides holistic financial planning, investment management, retirement planning, business financial planning, and estate planning services. The firm follows a behavioral approach to financial planning, integrating clients' financial goals with long-term investment strategies. It serves individuals, families, and business owners through personalized advisory relationships focused on long-term financial wellness.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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