Our Partner
Elevation View Wealth is proud to be a direct affiliate of North Star Resource Group, a financial services firm with more than 100 years of experience. As our parent partner, North Star provides access to a wide network of experienced professionals in investments, insurance, financial planning, and more—ensuring we’re equipped with the insights and tools to serve your needs.
By leveraging North Star’s scale, we can offer exclusive benefits like competitive pricing, innovative planning tools, and specialized experience not typically available to independent firms. It’s the perfect blend of the personal attention of a small firm with the robust support of a national platform.
Our Broker-Dealer
To bring our advice to life, we work with Cetera Wealth Services LLC, one of the largest independent broker-dealers in the nation, under the Cetera Networks community. Cetera gives us the freedom and flexibility to recommend financial solutions that are in your best interest—not driven by proprietary products or sales quotas. This partnership allows us to focus solely on your needs and goals, and guide you with a full spectrum of planning solutions and investment strategies tailored to your unique financial picture.
Our Custodian
When it comes to safeguarding your assets, we trust Pershing LLC, a subsidiary of BNY Mellon and one of the most established custodians in the industry. Pershing handles the behind-the-scenes operations that keep your accounts secure and accessible, from transaction processing and account servicing to regulatory compliance. With Pershing as our custodian, you benefit from institutional-grade infrastructure, transparency, and the confidence of knowing your assets are managed with the highest level of care and protection.