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8832 Blakeney Professional Drive Suite 301
Charlotte, NC 28277

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Tax services are provided by Elevated Financial Tax, LLC; Insurance products and services are offered and sold through Elevated Financial Tax Services LLC and individually licensed and appointed insurance agents. Investment advisory services are offered through Elevated Performance Investment Group, LLC; a Registered Investment Advisor. Elevated Performance Investment Group, LLC; Elevated Financial Tax Services LLC; and Elevated Financial Tax, LLC are affiliated companies.

Elevated Performance Investment Group, LLC (“RIA Firm”) is a registered investment adviser located in Charlotte, North Carolina. Elevated Performance Investment Group, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Elevated Performance Investment Group, LLC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Elevated Performance Investment Group, LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as Elevated Performance Investment Group, LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Elevated Performance Investment Group, LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

For information pertaining to the registration status of Elevated Performance Investment Group, LLC, please contact the state securities regulators for those states in which Elevated Performance Investment Group, LLC maintains a registration filing. A copy of Elevated Performance Investment Group, LLC’s current written disclosure statement discussing Elevated Performance Investment Group, LLC’s business operations, services, and fees is available at the SEC’s investment adviser public information website – https://adviserinfo.sec.gov/ or from Elevated Performance Investment Group, LLC upon written request. Elevated Performance Investment Group, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Elevated Performance Investment Group, LLC’s website or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

A Certified Public Accountant (CPA) is a designation provided to licensed accounting professionals. The CPA license is provided by the Board of Accountancy for each state. The American Institute of Certified Public Accountants (AICPA) provides resources on obtaining the license. The CPA designation helps enforce professional standards in the accounting industry.

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