Brian Mercado Elevation Wealth

Your Financial Journey, Our Guidance

Life is full of meaningful moments and your financial confidence should support every one of them. We are here to help you elevate your wealth, prepare for when the plot changes and feel confident about the future.

Start Your Journey

Helping scale success and elevate futures

EWA's first priority is understanding our clients' overall financial aspirations and helping them work toward their larger goals.

We Work With

Investors from every background

Small and mid-sized businesses

Supporting entrepreneurs and small businesses

Pre-Retirees & Retirees

Planning for your next adventure

Growth focused-professionals

Navigating work-life balance and helping achieve short to long-term goals.

Entertainment Industry

Understanding the unique industry and changes.

Our Focus

Scaling Success

Wealth-building strategies for entrepreneurs, professionals, and those in the entertainment industry.

Wealth Management

Innovative portfolio construction, incorporating tax-optimized strategies and risk management.

Retirement

Exploring one of your most important financial milestones.

Legacy Building

Estate planning and charitable strategies for every phase of life.

Our Three-Step Process

STEP

1

Learning Your Story

We begin by taking the time to invest in you by learning your background, goals, and aspirations. Most importantly the "why" behind them so we can strategize.

STEP

2

Design Your Plan

We help craft your success through innovative strategies based on your goals, time horizon, and opportunities.

STEP

3

Bring Your Story to Life

Lifes biggest moments require a rewrite or sometimes a reset. We’ll help you focus on what you can control to get you where you want to be.

Get Started

We’d love to learn more about your financial goals. Please contact us today!

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