
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
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
Keylinks
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