LPL* Wealth Management
Invested in your financial well-being at every turn.
We take a consultative approach to financial planning, no matter if you're just getting started or are a seasoned investor. Whether it's retirement planning, investment guidance, establishing trusts or estate planning, we can help answer your questions. Did we mention that your first consultation with our LPL* Wealth Management team is free?
A LPL Financial Advisor can help you:
Identify long- and short-term financial goals
Understand where your money is invested and why
Define a customized investment strategy
Analyze your current portfolio and investment plan
Review your life insurance policy and provide a free quote
Our services are centered around you.
Individuals
Personal wealth management services.
We want you to feel confident about your financial future, and we're here to help with:
Investment planning
Personal financial planning
401k consultation
Retirement and retirement income planning
Life and long-term care insurance
Estate planning and wealth transfer
College education planning
Businesses
Wealth management services for your organization.
Our team offers actionable guidance for your business, including assistance with:
401k plans and other corporate retirement options
Key person insurance
Deferred compensation plans
Supplemental employer retirement plans
Insurance solutions for buy/sell agreements
Overhead expense insurance
Meet our team
We can help you reach your financial goals.
With over 100 years of combined experience, we can help you define your goals and create a financial strategy to reach them. Available through LPL Financial LLC (“LPL”), our Financial Advisors are located along Colorado's Front Range and can meet with you in person or by phone.
Elevations members get a free first consultation with a LPL Financial Advisor.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA(opens in a new window)/SIPC(opens in a new window)). Insurance products are offered through LPL or its licensed affiliates. Elevations Credit Union name and Elevations Wealth Management Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Elevations Wealth Management Services and may also be employees of Elevations Credit Union These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Elevations Credit Union or Elevations Wealth Management Services. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
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Elevations Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html(opens in a new window) for more detailed information.
The LPL Financial registered representative(s) associated with this website 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.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck(opens in a new window)’.
For additional information, please visit www.lpl.com/CRS(opens in a new window).
**There are fees associated with 529 savings plans. Investments in 529s involve investment risks. You should consider your financial needs, goals, and risk tolerance prior to investing. More information about 529 plans can be found in the issuer’s official statement or plan disclosure document which should be read carefully prior to investing. Most 529 plans are sponsored and administered by states. State tax benefits vary among the states and some offer residents additional tax benefits if they invest in their own state plan. Consult a qualified tax professional for more information.