Wealth Management and Alternative Investments


Our Investment Philosophy

Our clients deserve nothing less than an objective partner who is vigilant in serving their interests. At Elite Wealth Management, we work as that unbiased partner by providing investment advice and cutting edge solutions that best meet the needs of the individuals, families and institutions whose assets we manage. Learn more about Elite Wealth Management >>>
 

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“A person is not given integrity, it results from the relentless pursuit of honesty at all times.”

Fariba Ronnasi

CEO, Elite Wealth Management

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Finance Professionals & RIAs

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Our Investment Strategies

By offering a full range of financial services and solutions, we provide comprehensive portfolio management, implement strategic planning, and utilize the expertise of our analysts to ensure our clients always have the upper hand. Click the button below to discover our strategies.


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Elite Wealth Management Blog

Transportation is Evolving

The number of autonomous vehicle testing permits in California alone has increased 4X since September of 2015. Back then, only 9 firms had permits from the California Department of Motor Vehicles. Permit holders today include the major players; Apple, Google, Ford and many more. From indicators like this, our opinion is the automotive industry is pivoting…

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The Death of Retail

A new age of consumer spending has seemingly taken some of the retail sector by surprise. Brick and mortar stores are battling a time where 95% of Americans are within arm’s reach of their smartphone 24/7 and e-commerce sales are consistently growing at a rate of 14% year-over-year…

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How to Interpret Fed-speak

Everyone knows the Fed is data dependent, it’s a famous phrase used in all of their statements. “The actual path of the federal funds rate will depend on the economic outlook as informed by incoming data,” as the Fed put it in their latest release1. But what should investors exactly look at when deciphering the Fed?

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Why Elite Wealth Management?

All of our clients are placed in Separately Managed Accounts at one of the largest online brokerages in order to maintain maximum transparency, liquidity and client control.

We Seek to Provide Risk Managed Solutions for Downside Protection

Our Objective is to Provide Maximum Growth, Liquidity, and Wealth Preservation

Tactical and Alternative Investments

Value is enhanced through a relentless and passionate pursuit of the truth behind how the capital markets behave.

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