Elevation Financial Group was founded in 2007 by Deborah J Trouw, CFP®. and is headquartered in Santa Fe, New Mexico. Elevation Financial is a wealth management firm that specializes in handling estates and inheritances.
We work with a select group of clients throughout the country, leveraging financial planning as the cornerstone of our relationship. We use smart technology to enhance the client experience and offer both virtual and in-person meetings.
Deborah J Trouw, CFP® - Founder/Senior Wealth Advisor My motivation to enter the world of finance began with a desire to understand and be able to handle my family's finances if I was ever bereaved. This prompted me to begin studying for the CERTIFIED FINANCIAL PLANNER™ designation. My background in tax has enabled me to advise my clients to invest wisely and in a tax-smart way. I began my career as a financial advisor in 2007 with no idea what the markets had in store for me. Starting my business the year before the 2008 recession is one reason I think Elevation has been so successful. I experienced first-hand how financial planning with clients is essential to remaining confident in their financial future when markets are tough.
Over 15 years experience working with clients as a wealth advisor
CERTIFIED FINANCIAL PLANNER™
Series 7, 66, and New Mexico Life & Health licensed
Accredited Domestic Partner Advisor
Board Member at The Food Depot
Some of the ways I work with clients:
Helping individuals and families build wealth in a tax-optimized way through in-depth financial planning
Building a plan to leave a legacy for your loved ones
Managing the administration of an estate or receiving an inheritance
Working with individuals and couples to help them retire without worrying about running out of money
Out of the office, I love to hike and pride myself on my ability to make a top shelf margarita! Book an introductory call with my team here: https://go.oncehub.com/ElevationFinancialGroupSantaFe or call us at 505-984-3856
Natalie J Trouw, CSLP® - Financial Advisor
I started working at Elevation Financial Group fresh out of college in 2017, not expecting to find my passion and career. After someone passes away, the family is not only grieving a loss, but now has to sort out the financials. I'm privileged to be able to support people through this transition in their lives.
Current CERTIFIED FINANCIAL PLANNER™ candidate
Series 7, 66, and New Mexico Life & Health licensed
Certified Student Loan Professional®
Executive Board Member of Big Brothers Big Sisters Mountain Region
Some of the ways I work with clients:
Working with bereaved families to develop a plan to handle every aspect of their loved one's estate
Helping millennials develop a strategy to repay their student loans while getting started on retirement savings and planning for goals like buying a house
Building financial plans for individuals and couples to grow their wealth
Out of the office, I love to ski at Ski Santa Fe, eat green chile cheeseburgers, and give back to our community.
