ABOUT US
ABOUT US
ABOUT US
ABOUT US
Nestled in the heart of historic downtown Willoughby, Ohio, Elevated Wealth Solutions is dedicated to crafting thoughtful financial plans and strategic retirement strategies for individuals at every stage of life. Our expertise spans wealth planning, retirement strategies and income replacement strategies for clients across Northeast Ohio and throughout the country.
Elevated Wealth Solutions’ success is deeply tied to our clients’ well-being, and we believe in truly understanding their needs, aspirations and concerns. We take the time to listen, guide and provide clarity—ensuring each client feels heard and supported. Our passion lies in helping people set realistic financial goals and navigate their journey with confidence. By simplifying the complexities of financial planning, we help people work toward their future while aiming to ensure their best present quality of life.
ABOUT US
WHO WE ARE
At Elevated Wealth Solutions, financial planning is more than numbers—it’s about relationships built to last. We see our clients as extended family, often working with multiple generations over the years. Trust is built through personalized guidance and ensuring every client feels valued and understood.
To help potential clients find the right fit, we offer a zero-commitment consultation. We believe in taking the time to get to know people, helping them feel confident in their financial journey before making any decisions.
ABOUT US
WHAT YOU CAN EXPECT
At Elevated Wealth Solutions, we know that a “one-size fits all” approach to financial planning doesn’t work. That’s why we create highly personalized plans based on our clients’ unique needs and goals. We begin with a discovery call, which allows you to get to know us and helps us to get a sense of your preferences and goals. Once engaged, we initiate our proven 6-step process. We start by investigating your current state:
- Where you are today and what you’re doing to work toward your goals.
- Next we collaborate with you on developing a strategic, effective, realistic plan that better positions you to achieve your goals.
- Once we’ve designed your personal plan, we activate it.
- This is where the magic begins. By setting a realistic goal and automating your approach to achieving it, we put you on a path to success.
- Finally, we teach you how to monitor your progress to ensure your plan is working.
- We periodically reevaluate and revise your plan -typically once a year – to optimize it for any changes to your circumstances.
We know that life can throw us curve balls, so we’re always prepared to help our clients adjust and stay on course.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
ABOUT US
COMMUNITY INVOLVEMENT
At Elevated Wealth Solutions, giving back is more than a philosophy—it’s an integral part of who we are. Our office is deeply rooted in the community, not just as financial advisors, but as active participants in driving positive change. We don’t believe in simply making donations or attending events from the sidelines—we take a hands-on approach, stepping into leadership roles that create lasting and meaningful impact.
From championing local businesses to supporting charitable organizations, we are committed to making a difference where it matters most. Whether through serving on boards, leading initiatives, or rolling up our sleeves to contribute directly, we believe true community involvement goes beyond financial contributions—it’s about time, effort and
unwavering dedication.
At EWS, we see service as an extension of our mission: Just as we guide clients toward financial security, we strive to strengthen the communities we serve, fostering a future where everyone has the opportunity to thrive.
Organizations we are a part of:
ABOUT US
MEET THE TEAM
MICHELE K. JOHNSON, CFP
Founder and President
A native of Mentor, Michele attended The Ohio State University before moving to Willoughby in 2007, where she raised her son and became an active force in local philanthropy and service organizations. With nearly two decades of financial industry experience, she launched Elevated Wealth Solutions in 2023 to provide personalized, relationship-driven financial planning. She says her favorite part of the job lies in building family-like connections with clients.
You might find Michele hanging out in downtown Willoughby, where her office is located, as it’s her self-described “happy place.”
A few days a week, clients take delight in a little canine therapy when Michele brings her adorable golden retriever Dougie into the office.
DOUGIE
Financial Paw-fessional
Dougie takes client care seriously… unless there’s a tennis ball involved. Known for his impeccable eye for detail (and dropped snacks), he brings a pawsitive attitude to Elevated Wealth Solutions. Glasses on, calculator ready—just don’t ask him to do your taxes. He’s more of a treat ledger kind of guy.