Brandi Jo Newman

Precision. Structure. Legacy.

Wealth Elevated Advisory

We do more than balance your books... we build the infrastructure that protects your business, your income, and your family’s future.

Whether you’re preparing for acquisition, managing multiple entities, or building generational wealth, our integrated system connects accounting, payroll, compliance, and strategic planning all under one advisory relationship.
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Comprehensive Financial Oversight

Ensure accurate and timely financial reporting with expert accounting services tailored to your business needs.
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Strategic HR Management

Optimize workforce efficiency and compliance with customized HR solutions that align with your company goals.
Strategic Chessboard: A Visual Guide to Marketing Success

Executive & Family Wealth Advisory

We offer personalized wealth advisory services for both executives and families. Our team helps you navigate complex financial decisions to secure your financial future.

Comprehensive Wealth Management Services

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Comprehensive Wealth Transfer Planning

Assist, guide and educate family's in strategizing wealth transfer, utilizing innovative insurance and investment solutions to secure multi-generational financial stability and independence.

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Tax Optimization Strategies

Provided in-depth tax planning services to help clients maximize their wealth. Our approach included leveraging tax-advantaged accounts, structuring estate plans efficiently, and employing investment strategies that align with tax laws to reduce liabilities.
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Investment Portfolio Management

Managed and optimized diverse investment portfolios to meet clients' unique financial goals. Our strategies incorporated a balanced mix of assets, ensuring risk management and growth potential while regularly reviewing market trends and economic indicators.

Secure Your Legacy with Precision

Wealth Elevated Advisory is dedicated to navigating the complexities of financial management with precision and personalized care. Headquartered deep in the Heart of Texas, our team of experienced professionals offers tailored strategies to help you achieve your financial goals with confidence. Our commitment to excellence and transparent communication ensures that you receive the guidance you need to secure a prosperous future. Choose us for a trusted partnership in your financial journey.

How It Works:

  1. Schedule Your Consultation – We’ll assess your current financial systems and structure.
  2. Engage With Our Team – You’ll receive your onboarding plan, engagement letter, and NDA.
  3. Implement and Integrate – We set up Intuit ProConnect, Rippling, and your reporting stack.
  4. Build Wealth Intentionally – Through structured planning, liquidity management, and succession strategy.
Discuss Your Family's Future with Brandi Jo

What services does Wealth Advisory offer?

We provide comprehensive financial planning, including investment management, retirement planning, tax strategies, and estate planning tailored to individual client needs.

How can I schedule a consultation?

You can schedule a no-obligation consultation here.

What makes Wealth Elevated's services unique?

Our personalized approach, focusing on advanced financial strategies and client education, sets us apart in delivering effective financial planning solutions.

Brandi Jo Newman is a seasoned entrepreneur and financial expert with a mission to empower clients in creating lasting wealth. With over 28 years in financial services, Brandi Jo specializes in advanced planning and private investments, helping clients achieve financial independence through innovative strategies beyond traditional methods.

Brandi Jo works with individuals and families seeking unique financial solutions. Her expertise in leveraging life insurance and alternative investments provides exclusive opportunities aligned with each client's goals. Dedicated to guiding clients toward a worry-free future, Brandi Jo offers tools for building wealth and ensuring financial independence that spans generations.

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Secure Your Financial Future

This isn’t traditional accounting. It’s strategic infrastructure for wealth. 
We don’t just file — we architect.
We don’t just manage — we multiply.
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