Michele Farrell is the Owner and a Financial Advisor at Elevate Wealth Advisors, serving clients nationwide. As a Certified Exit Planning Advisor (CEPA), Michele specializes in working with business owners on exit planning. She helps them navigate the complexities of transitioning out of their businesses, ensuring they maximize value and achieve their personal and financial goals. Michele provides comprehensive financial planning, including budgeting, protecting families, saving for retirement, minimizing taxes, and maximizing social security.
Michele Farrell offers investment advisory services through Gradient Advisors, LLC (Arden Hills, MN 877-885-0508), an SEC Registered Investment Advisor. Gradient Advisors, LLC and its advisors do not render tax, legal or accounting advice. ELEVATE WEALTH ADVISORS is not a registered investment advisor and is independent of Gradient Advisors, LLC.