Relationship Driven - Planning Focused Wealth Management

At Elevated Wealth Management Group, we are more than just a financial company – we are a team driven by the motivation to help you achieve and preserve what matters most.

Elevated Wealth
Why we're different
Our Team

Get better acquainted with us and how we can help you.

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Elevated Wealth Management Group

Pictured from left to right:
Megan Woods, Kathyrn Crabdree, Micah Crabdree, Kylee Young, Carla Gladden

Being here and knowing you enable us to be a trusted partner you can count on. You know the reasons you’re working so hard. We want to know them as well – and help you plan for all you want to achieve.

STRUCTURED Process

ANALYTICAL Insights

PERSONALIZED Guidance

Unique solutions for business owners and entrepreneurs.
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Niches
Helping you manage your financial success
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Niches
A pragmatic approach to wealth management
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Niches
Helping you and your family prepare for the coming years in retirement.
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Niches
Nurturing wealth so you can live a longer, better life.
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Niches
Sophisticated expertise in planning for today and future generations
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Niches
Helping physicians address their unique needs
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Niches
Trusted and comprehensive guidance to support your needs and mission
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Niches
Advocating for your financial goals, as well as for all the greater goals your finances can make possible.
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Niches
Confidently manage your new assets with the guidance of our experienced team
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Niches
Our intense client focus and ability to work closely with specialists enable us to solve problems as they arise and deliver a seamless experience.
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Niches
Understanding the challenges women face and how to help.
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Niches
True wealth is not found in markets or money—it’s found in clarity, confidence, and control.
Micah Crabdree

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