Andrew Kacz


That's where I come in.
I'm Andrew Kacz, founder of Elevated Wealth Advisory, and my goal is simple: to help you confidently answer the question, "Am I going to be okay?"
That question became personal for me after my father passed away. My mother turned to me and asked exactly that and being able to give her clarity and confidence in that moment is what drives the work I do every day.
I work with individuals and families who want more than just investment advice. They want a clear plan, a better understanding of their financial picture, and guidance they can actually trust.
My approach is centered around three key principles:
Clarity: simplifying complex financial decisions so you can move forward with confidence
Strategy: aligning your investments, taxes, and long-term goals into one cohesive plan
Partnership: being someone you can rely on through every stage of life
Whether you're preparing for retirement, navigating an inheritance, or simply looking to get more organized, my role is to help you make confident, informed decisions about your financial future.
We are a comprehensive wealth management firm focused on helping clients develop and protect what matters most.
Our approach goes beyond just managing investments. We bring every piece of your financial life together, including:
Investment management
Tax-efficient planning strategies
Estate and legacy planning
Cash flow and retirement planning
Why does this matter? Because most financial mistakes don't happen from one bad decision-they happen when everything isn't working together.
We focus heavily on after-tax outcomes, helping clients avoid "overtipping the IRS" and keep more of what they've worked hard to build.
Our clients often come to us during important transitions-approaching retirement, receiving an inheritance, or simply realizing they want a more organized and proactive plan. What they get is not just advice, but a structured, ongoing strategy designed to adapt as life changes.
2022
17009388
OSAIC WEALTH, INC
TX, MA, RI, MI, NY, CT
4
Businesses, Individual Investors, Widows/ Inheritance Receivers
Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses
Variable Life, Long Term Care, Variable Annuity, Life, Annuity, Disability
Mutual Funds, Alternative Investments, Exchange Traded Funds (ETFs), Commodities, Insurance, Annuities, Stocks, Bonds
Yes
Video Conference, Our Office, Phone
Fee-Based
Flat Fee, Based on Assets, Commissions
48,000,000
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc.
The financial registered representative associated with this site may only discuss and/ or transact securities business with residents of the following states: Texas, New York, Massachusetts, Michigan, Rhode Island, Connecticut and Virginia.
