What are the opening hours?

Monday 8am - 4pm Tuesday 8am - 4pm Wednesday 8am - 4pm Thursday 8am - 4pm Friday 8am - 4pm

Elevate Private Wealth Management

Name: Elevate Private Wealth Management
Address: 990 Essington Road, Joliet, IL, 60435, US
Telephone: +18157254630

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Elevate Private Wealth Management

Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Elevate Private Wealth Management, Financial Consultant, 990 Essington Road, Joliet, IL.

At Elevate Private Wealth Management, we bring together nearly 100 years of combined experience and commitment to create a thoughtful approach to comprehensive planning and innovative financial management.

08/26/2026

We couldn't have asked for better weather or a better time at Holy Family's 3rd Annual Summer Fest this past weekend!

Our team was proud to be there alongside friends and neighbors to celebrate community, enjoy a summer that went by far too quickly, and welcome the start of another school year. Great food, drinks, music, and company made for a wonderful afternoon.

Thank you to Holy Family Parish for putting on such a fun event. We're already looking forward to next year!

08/14/2026

We believe continuing to learn is one of the best ways we can continue to serve our clients well.

Bryan & Bryan recently attended the Raymond James Chicago Regional, connecting with home office partners, learning about the latest industry innovations, and staying up to date on the resources and strategies available to help us deliver even greater value to our clients.

For us, continued education is an essential part of our commitment to being a trusted partner through every stage of life.

08/07/2026

What does it mean to be an independent wealth management firm?

It means having the best of both worlds. We combine the strength of Wall Street with the heart of Main Street.

Through Raymond James, we have access to industry-leading technology, extensive research, and institutional-level resources (with more than $1billion in technology investments planned for 2026).

At the same time, we remain proudly independent, which allows us to stay focused on what matters most: our clients and the relationships we build with them. We believe in taking the time to truly understand each person's situation, provide personalized guidance, and be a trusted partner through every stage of life.

The result? Enjoying the capabilities of a large firm, with the personal attention, accessibility, and lasting relationships of a local one.

07/28/2026

Our Summer 2026 edition of Elevate Your Life is here. ☀️

Inside this newsletter, we're sharing timely financial insights, celebrating exciting milestones across our team, and highlighting the ways we're continuing to serve our clients and community.

From welcoming a new team member and two talented summer interns to celebrating the arrival of two new members of the Elevate family, this season has been one of meaningful growth. We also explore topics like AI in financial planning, fraud prevention, and the future of wealth advice.

We hope you'll take a few minutes to explore this edition and see what's been happening at Elevate. As always, thank you for being part of our journey. Wishing you and your family a wonderful rest of the summer.

07/24/2026

The new Trump Account is designed to help families begin investing for their children's future as early as possible. With decades of potential compound growth, even relatively small contributions can make a meaningful difference over time.

Here are a few important details:

•Eligible children born between January 1, 2025, and December 31, 2028, may receive a $1,000 federal seed contribution to help jump-start their savings.

• Parents, grandparents, relatives, and friends can contribute up to a combined annual limit of $5,000 per child (subject to future inflation adjustments).

• Employers may also contribute up to $2,500 annually for an eligible employee's child, with those contributions counting toward the overall annual contribution limit.

For many families, a Trump Account may be a valuable complement to other savings vehicles such as 529 plans, custodial accounts, and Roth IRAs.
If you'd like to learn whether a Trump Account makes sense for your family or how it compares to other investment options, we'd be happy to help.

07/17/2026

We're excited to introduce Ann O'Brien, our new Client Relationship Consultant!

Ann spent over 20 years in higher education, building a career around leadership, service, and getting to know people's stories. That same belief in relationships is what drew her to Elevate.

A Joliet native, Ann is deeply rooted in her community, from her involvement at the Cathedral of St. Raymond to her years supporting local schools and organizations across the area.

Outside the office, she loves gardening, reading, live theater, and most of all, time with her family.

Welcome to Elevate, Ann!

07/14/2026

Our Elevate family is growing! We're excited to celebrate two special additions to our team members' families.

Nick Lennon and his wife, Sarah, welcomed their third child, Colleen, on June 3rd.

Bryan Bertani and his wife, Brittany, welcomed their first child, Lacey, on June 9th.

We couldn't be happier for Nick, Bryan, and their families as they embrace this next chapter of life. Please join us in congratulating them and wishing them the very best!

07/03/2026

Happy Fourth of July!

This weekend, we celebrate America's enduring spirit, the freedoms we cherish, and the communities that make this country so special. As our nation marks its 250th year, we wish you and your family a happy, safe, and memorable Independence Day!

Our office and the financial markets will be closed on Friday, July 3, in observance of Independence Day.

06/29/2026

Six months down. Six to go.

Are the goals you set in January still the right ones? Has anything changed: a new job, a growing family, a business that's busier than expected?

A plan that isn't revisited can't really do it's job. Take some time this week to check in on your priorities and make sure you're still tracking for where you want to be.

06/21/2026

Happy Father's Day to all the incredible dads, stepdads, grandfathers, and father figures who lead with strength, love, and dedication every day. Wishing you a day filled with joy and appreciation!

Address

990 Essington Road
Joliet, IL
60435

Opening Hours

Monday	8am - 4pm
Tuesday	8am - 4pm
Wednesday	8am - 4pm
Thursday	8am - 4pm
Friday	8am - 4pm

Telephone

+18157254630

Website

http://www.elevatepwm.com/

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