CoverProfile

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
View more

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

More profiles to browse

DA
Daniel Antocicco
Co-Founder & Senior Wealth Advisor

You Might Like

DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors
EC
Elizabeth Cook
Chief Compliance Officer
Magnolia Wealth Management LLC
PM
Prtima MISHRA1
Software Engineer
PA TEST
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc