Who We Are
Asset Lift Wealth Management a Fiduciary Financial Advisor
More than ever, investors are sick and tired of financial advisors and financial planners that are not 100% focused on their individual needs. Asset Lift Wealth Management has a fiduciary responsibility to always place our clients interests ahead of our own.
Located in Houston, Texas, we advise clients throughout North America. We deliver sophisticated investment management solutions with a personal touch.
Our goal is to be your trusted independent financial advisor coordinating all of your financial decisions. We are not owned or financially supported by any insurance company, bank, brokerage firm or other financial institution. Therefore, our client recommendations are free from the influence of any outside party.
As independent financial advisors, we work for you. Our consultative approach is fee-based with no hidden commissions or charges. And our advice is delivered in a manner that is objective, competent, and confidential.
Our Pledge To You
- To always do what is in your best interest. We will conduct our business according to the highest standards of integrity, honesty, and fairness.
- We believe that managing risk is the first and most critical step to ensuring your long term successful investment experience. We will help you determine your risk capacity first, and then design a riskcalibrated investment portfolio to optimize your performance expectations.
- We want to build a life long relationship with you, one person at a time, by creating a first class experience that causes you to want to share the quality of advice and service our company provides you with your closest friends and family.
- We believe that retirement minded investors are the backbone of our society. Your lifetime of hard work and sacrifice has shaped the comforts of America that we now all enjoy. We will care for you and your family’s financial future as we do our own, because we realize that your goals and dreams are every bit as important to you as ours are to us. Thank you for your sacrifice.
- We believe in consumer advocacy and education. Our goal is to have a trusted relationship with you. We are committed to providing you ongoing high quality educational material through our oneonone meetings, group informational seminars, client continuing education series and our technology driven website.
Our Founder
Eli Mitcham
CEO
Eli has been helping investors build a better retirement since 1999. His specialties include asset protection, investment management, retirement income and wealth transition.
During his tenure, he’s witnessed the wonderful side of the stock market and arguable the worst. Marked by two significant stock declines of more than 50%, he has successfully navigated his clients through two of the most devasting bear markets witnessed in the last century.
Eli is a fiduciary investment advisor which means he must provide transparency and reduce conflicts of interest while living up to the trust placed in him. By law, he is required to put his client’s best interests before his own at all times.
He is the founder and president of Asset Lift Wealth Management, a registered investment advisory firm that specializes in helping retirees and those about to retire successfully manage their income and investments throughout retirement.
Defensive asset protection and investment risk control have been central to Mitcham’s core planning principles throughout his career.
After earning his B.A. from Tarleton State University in 1996, he entered the life insurance industry and specialized in working with high-net-worth families. He learned advanced Estate Planning techniques that provide asset protection and transfer wealth over generations while legally avoiding estate tax and probate.
Through this specialization in advanced asset protection strategies, Eli became deeply involved in the study of managing stock market risk and protecting investors against the longevity risk of running out of money in retirement.
He brings a fresh and unique approach to the investment world by incorporating disciplined methodologies firmly grounded in the academic principles of modern portfolio theory, technical stock market analysis, and behavioral finance studies.
Eli is a devoted husband and proud father of three wonderful children. He is a three time winner of the “FIVE STAR Wealth Manager,” a prestigious award granted to less than 7% of advisors regionally and featured in a special edition of Texas Monthly Magazine.
If you’ve been looking for a competent financial advisor to help you navigate the fog of information overload and develop a prudent game plan to tackle retirement head on, Eli Mitcham is happy to help you.
Stay Tuned. Sign Up for our Newsletter
Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident sunt in culpa.