Elevation Wealth Management

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Elevation Wealth Management Financial Planning Practice located in Leawood, KS. Helping you work towards your financial goals! www.finra.org, www.sipc.org.

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

They say the one constant is change. Changes in laws, in how we do business, and even in how we live from day to day. As...
10/15/2026

They say the one constant is change. Changes in laws, in how we do business, and even in how we live from day to day. As time passes, your needs will inevitably change. Make sure your estate plan matches the life you’re leading.

Do you have a business? If you do, or you’re considering starting one, have you updated your estate plan with your busin...
10/08/2026

Do you have a business? If you do, or you’re considering starting one, have you updated your estate plan with your business in mind? Talk with your trusted financial professional about how this might be handled.

October is Breast Cancer Awareness Month.We take this time to honor the strength of those who have faced a diagnosis, su...
10/03/2026

October is Breast Cancer Awareness Month.

We take this time to honor the strength of those who have faced a diagnosis, support those currently going through it, and recognize the families and communities who stand beside them.

Awareness matters. Support matters. Presence matters.

We stand with you.

Something anyone will tell you about their family is that things are always changing. Marriages. Births. Transitions, su...
10/01/2026

Something anyone will tell you about their family is that things are always changing. Marriages. Births. Transitions, such as your children growing up and starting their own lives. And some of those changes are more somber and require some reflection. No matter what’s happening in your family, these changes affect your estate planning. Not only do you need to do it for your family, you need to keep it updated for them, as well.

Life have you curious? This month reminds us that it may be time to talk to your financial professional about life insur...
09/25/2026

Life have you curious? This month reminds us that it may be time to talk to your financial professional about life insurance. Whether you need to update your policy or find a new one, take this opportunity to learn more about life.

Several factors affect the cost and availability of life insurance, including age, health, and the type and amount of insurance purchased. Any guarantees associated with a policy are dependent on the ability of the issuing insurance company to continue making claim payments.

National 401(k) DayRetirement doesn’t happen by accident, it happens by design.For employees: this is your reminder to c...
09/10/2026

National 401(k) Day

Retirement doesn’t happen by accident, it happens by design.

For employees: this is your reminder to check your contribution rate, make sure you’re capturing your full employer match, and confirm your investments still match your timeline. One overlooked fact, the average American only saves about 7 percent of their pay into a 401k, well below what’s needed for a comfortable retirement. Small increases now compound into a much bigger difference later.

For business owners: a strong 401k plan isn’t just a benefit, it’s one of your best tools for attracting and retaining talent. If you’re unsure whether your current plan design is actually competitive, or you don’t offer one yet, that’s a conversation worth having.

At Elevation Wealth Management, we work with both individuals building their retirement and business owners building their plans. Reach out and let’s take a look at where you stand.

🌞 Did you know schools in the South tend to start the school year the earliest? 🌞 📚 As the back-to-school season approac...
08/17/2026

🌞 Did you know schools in the South tend to start the school year the earliest? 🌞

📚 As the back-to-school season approaches, approximately 54.1 million K-12 students and 5.7 million teachers are gearing up to head back to classrooms this fall. 📚

🍎 Teachers are the largest group among the nearly 10 million individuals employed in the country's elementary and secondary schools, which also include principals, school bus monitors, teaching assistants, and janitors. 🚌👩‍🏫



Information from the U.S. Census Bureau

Address

8900 State Line Road Ste. 403
Leawood, KS
66206

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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