Chase Montgomery-senior Partner at Elevation Wealth Advisors

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There are ways to protect your business in the event of your death or the death of a partner.
10/29/2026

There are ways to protect your business in the event of your death or the death of a partner.

It may help your business be better prepared in the event of the death of a principal or key employee.

Cyber attacks are a growing online threat, but the good news is that you can insure your business!
10/27/2026

Cyber attacks are a growing online threat, but the good news is that you can insure your business!

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

10/22/2026

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debts, and down payment to give you a number.

Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:
10/20/2026

Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:

Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage

10/15/2026

Supplementing your Medicare insurance doesn’t have to be confusing. Depending on your situation, you have a variety of options to choose from. Read more here:

Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.
10/13/2026

Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

What would happen to your loved ones if you were gone? Make financial preparations today.
10/08/2026

What would happen to your loved ones if you were gone? Make financial preparations today.

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

Three tips for giving smart from the heart.
10/06/2026

Three tips for giving smart from the heart.

Do you have causes that you want to support with donations?

Business owners should consider a succession plan sooner rather than later.
10/01/2026

Business owners should consider a succession plan sooner rather than later.

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Address

404 BNA Drive Ste 404
Nashville, TN
37217

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