Latest Posts

Finance Cape Joins The Elevate, Inc. Team

January 29, 2019

FinanceCAPE is here to be your Financial Concierge!

Their qualified team will provide you with solutions that potentially lower taxes, create higher profits and ensure greater wealth for you and your loved ones. Specializing in strategies for accredited investors and high net worth families, Finance CAPE has been putting their best foot forward in the Tampa Bay community for over seven years.

The process Finance CAPE utilizes is multifaceted and customized to you, your tax liabilities, preferred CPA, estate attorney, insurance professionals and your retirement goals. Their go-to motto is “The pain of paying large tax bills can be optional, we can show you how.”, Travis Jennings (CEO).

Finance CAPE truly cares about their clients and believes in creating a CAPE family culture. “We make it a point to really know our clients, to create a family. We are selective about who we work with. Meaning that we believe in partnerships of value and making sure that the clients we work with fit the Finance CAPE culture and can communicate their vision and goals well.” Travis Jennings, (CEO).

Finance CAPE consists of a small team of five professionals in order to facilitate a personal relationship with clients to ensure success. With a strong belief in quality over quantity, Finance CAPE is proud to serve families who experience the pain of high tax liabilities as well as have a keen interest in wealth preservation and growth. To learn more about the work they do follow the link provided to their homepage:

www.financecape.com

 

 

Categorized in:

This post was written by Elevate, Inc.

Comments are closed here.

Get Connected

Join our networks and stay in touch!

Read Our Testimonials

Hear what our customers have to say

“Elevate, Inc. is consistently delivering new strategies for personal and professional growth and has a management team that is more plugged into the community than none I have ever seen. Aakash Patel is the guy to know if you want to speak with that government leader, that radio show, that newspaper—he’s the one!”

‘H’John Mejia - Host - InTheZoneTV

"Bravo to the team at Elevate, Inc. who are consistently proactive in providing connections for the betterment of our business.  Well known and respected in the industry, Elevate has been instrumental in creating new connections with the media and with industry leaders.”

Jason Ashton - CallPass Tech/CallPass M2M Solutions Inc

“Aakash Patel is one of the most talented, thoughtful, and thorough professionals I’ve ever worked with. Intensity and passion for creating useful, stable solutions is unmatched. Every project shines brighter when Aakash Patel is involved.”

Niki Patel, Owner - Ikin Development, Inc

"The team at Elevate, Inc. is excellent at making sustainable, long-term relationships. Through Elevate, I have been connected to incredible business leaders as well as innovators that have assisted in the growth and development of Carmel Kitchen."

Alex Sullivan, Partner - Carmel Kitchen