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About Elevage Partners
Elevage Partners is an independent financial advisory firm with a unique approach inspired by the winemaking process. Founded in Reno, Nevada, they operate under the fiduciary standard, placing clients' interests first. Their name, derived from the French term "élevage," signifies the art of raising wine from grape juice, emphasizing care, detail, and patience.
Similar to winemakers nurturing grapes, Elevage Partners meticulously tends to clients' financial well-being. They offer portfolio management and wealth management services, aligning with individual goals, whether for retirement, estate planning, or personal milestones.
Elevage Partners engages clients through a collaborative, comprehensive process, crafting financial plans that reflect each client's "WHY." This involves understanding their aspirations, fears, and values, creating clarity, and instilling confidence.
With a diverse team across the United States, they function as personal CFOs, collaborating with clients and other professionals like accountants and lawyers. As an employee-owned firm, they prioritize client interests, maintaining independence and transparency.
Elevage Partners' investment management is tailored, not one-size-fits-all, emphasizing long-term strategies and prudent, tax-efficient choices, including ETFs, stocks, and mutual funds.
Their fiduciary commitment, independence, and fee-based structure underscore their unwavering dedication to clients, ensuring unbiased financial advice aligned with unique objectives.
Pricing options
Regulatory filings
Areas of specialty
- Financial Planning
- Wealth Management
More about Elevage Partners
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 158386 | 5 |
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Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Elevage Partners.