Elevated Wealth Advisory Group - Chamie Townsend, CFP®, AAMS™, CRPC™ - Columbus, Ohio

Elevated Wealth Advisory Group – Chamie Townsend, CFP®, AAMS™, CRPC™: A Comprehensive Overview

For individuals and families seeking expert financial planning guidance, Elevated Wealth Advisory Group, led by Chamie Townsend, CFP®, AAMS™, CRPC™, presents a compelling solution. Located at 4200 Regent St Suite 200, Columbus, OH 43219, this firm is dedicated to providing personalized and comprehensive wealth management strategies. Chamie Townsend’s expertise, combined with the firm’s commitment to client satisfaction, makes them a trusted partner in navigating the complexities of personal finance.

About Chamie Townsend and Elevated Wealth Advisory Group

Chamie Townsend is a seasoned financial planner with a proven track record of helping clients achieve their financial goals. Holding the designations of Certified Financial Planner (CFP®), Accredited Asset Management Specialist (AAMS™), and Certified Retirement Counselor (CRPC™), Townsend possesses a deep understanding of investment management, retirement planning, estate planning, and tax optimization. At Elevated Wealth Advisory Group, Townsend and his team focus on building long-term relationships with clients, prioritizing transparency, integrity, and a client-centric approach. They specialize in tailoring investment strategies to meet the unique needs and circumstances of each client, considering risk tolerance, time horizon, and financial objectives.

Services Offered

Elevated Wealth Advisory Group offers a wide range of services designed to address various aspects of a client’s financial life. These include:

• Investment Management: Creating and managing diversified investment portfolios aligned with client goals.
• Retirement Planning: Developing strategies for maximizing retirement savings and income.
• Financial Planning: Comprehensive financial plans encompassing budgeting, cash flow management, debt reduction, and goal setting.
• Estate Planning: Assisting clients in planning for the transfer of assets and ensuring their wishes are carried out.
• Tax Planning: Identifying tax-efficient strategies to minimize tax liabilities.
• Insurance Planning: Evaluating insurance needs and recommending appropriate coverage.

Beyond these core services, Elevated Wealth Advisory Group offers online appointments for added convenience. They also provide onsite services, catering to clients who prefer face-to-face consultations. The firm is dedicated to creating a seamless and accessible experience for all clients.

Accessibility and Amenities

Elevated Wealth Advisory Group is committed to providing a welcoming and inclusive environment. The office is wheelchair accessible, featuring a wheelchair accessible entrance, wheelchair accessible parking lot, and a wheelchair accessible restroom. Wheelchair accessible seating is also available, ensuring that all clients can comfortably participate in meetings. Furthermore, the firm is LGBTQ+ friendly and operates as a transgender safespace, fostering a culture of respect and understanding. It’s important to note that appointment required, and appointments recommended for optimal service.

Client Feedback and Reputation

The company has garnered positive feedback from its clients, as evidenced by two reviews on Google My Business. The average opinion is 5/5, reflecting a high level of client satisfaction. Clients consistently praise Townsend’s expertise, his dedication to their financial well-being, and the personalized service they receive. The firm’s commitment to communication and transparency further contributes to its strong reputation. Here’s a summary of what clients have shared:

• “Chamie is an exceptional financial advisor. He took the time to understand my goals and developed a plan that is both realistic and achievable.”
• “I was initially hesitant about entrusting my finances to someone else, but Chamie’s professionalism and expertise put me at ease. I highly recommend his services.”
• “The team at Elevated Wealth Advisory Group is incredibly responsive and always willing to go the extra mile to help their clients.”

Contact Information

To schedule an appointment or learn more about Elevated Wealth Advisory Group, please contact them at:

• Phone: 49445751
• Website: myelevatedwealth.com
• Address: 4200 Regent St Suite 200, Columbus, OH 43219

Elevated Wealth Advisory Group strives to be a reliable and knowledgeable resource for individuals seeking to achieve their financial goals.

👍 Reviews of Elevated Wealth Advisory Group - Chamie Townsend, CFP®, AAMS™, CRPC™

Franklin D. S.

5/5

I am very happy with the level of expertise in financial advising I've received from Chamie Townsend at Elevated Wealth. Having worked with Chamie and her Client Service Concierge, Carol, have been nothing less than an outstanding display of professionalism and a genuine commitment towards me reaching my financial goals. I value the investment management options which have been offered me the ability to tailor my investments to suite my levels of desired risks vs reward. Their new office at Easton is welcoming, reassuring of their financial planning successes and offers excellent parking, particularly in a busy area of the City. I conducted plenty of research on financial planners selecting to invest with Chamie Townsend at Elevated Wealth and I continue to suggest her services and expertise to my family, friends, and professional colleagues.

Ivan B.

5/5

I am very well pleased with the caring attention we've received from Chamie as she worked us on with our current and future.retirement plans.