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Daniel Hare

Co-Founder & Senior Wealth Advisor

Elevatus Wealth Management

United States, Texas, Webster

About Me

Daniel Hare has been in the financial services business since 2000. Dan manages and provides hands-on guidance for affluent families, business corporations and non-profit organizations in sophisticated portfolio design, investment selection and non-correlated asset allocation management. Dan takes a solutions-oriented planning approach to solving his clients’ specific objectives. Dan spends a great amount of time analyzing and quantifying the financial issues of each client. He researches and uses leading technology to prepare a confidential and comprehensive personalized plan for each of his clients. This plan is continually monitored, adjusted over time, as needed, to match the client’s go
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Profile Information

Co-Founder & Senior Wealth Advisor

Elevatus Wealth Management

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Webster

Texas

United States

May 15, 2024

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