About Us

As much as our clients’ backgrounds differ, their investment goals share a common theme: to invest wisely and expand their wealth for generations to come. Fulfilling our clients’ wishes – while respecting their rights to privacy and confidentiality – is our number one responsibility.

We serve a broad base of clients, including successful entrepreneurs who are newly affluent and families with a long-standing wealthy heritage and complex financial needs.

Our Mission

Our mission at Elite Wealth Management is twofold: to provide our clients with financial guidance based on their values and priorities, and to provide them the peace of mind and confidence to pursue their financial future – no matter what the markets or life may bring.

Our capabilities are fully aligned to providing the best possible client service and communication along the way. We have extensive experience managing the wealth of high-net-worth individuals and institutions, and are committed to delivering insightful, informed advice to help our clients achieve their financial goals.

Our Philosophy

At Elite Wealth Management, we seek to safeguard our clients’ financial position for the long term.  Our objective is to provide liquid and tactically managed portfolios that can perform in varying economic conditions and to mitigate large swings in valuations.  We think it is as valuable to not lose money when markets fall as it is to generate gains when markets rise. Consistent risk-adjusted returns are sought under the principle that return matters as much as the amount of risk taken.

Our objective approach, high ethical standards and unwavering commitment to provide comprehensive and professional service that meets our clients’ needs are ingrained in the culture of our firm and the day-to-day operations. Clients are communicated with each step of the way and are informed of our rationale on an ongoing basis for every investment in their portfolio.

As much as our clients’ backgrounds differ, their investment goals share a common theme: to invest wisely and expand their wealth for generations to come. Fulfilling our clients’ wishes – while respecting their rights to privacy and confidentiality – is our number one responsibility.

We serve a broad base of clients, including successful entrepreneurs who are newly affluent and families with a long-standing wealthy heritage and complex financial needs.

Our clients deserve nothing less than a proactive partner who is vigilant in serving their interests. At Elite Wealth Management, we provide investment advice and cutting edge solutions that meet the needs of the individuals, families and institutions whose assets we manage. By offering a full range of financial services and solutions, we aim to provide comprehensive portfolio management, implement strategic planning, and utilize the expertise of our team to ensure our clients always have the upper hand.

Our Management

Elite Wealth Management Allan Dadger

ALLAN DADGAR
CEO

Allan Dadgar is the CEO and President of Elite Wealth Management, Inc. He is also President and Chief Investment Officer of Elite Accounting and Financial Services, Inc., an accounting firm with an emphasis on investment and tax strategies for high-net-worth individuals, family offices and small to medium-sized businesses. Previously, he was the Director of Global Services for Cadence Design Systems, Inc., an electronic design automation company. Mr. Dadgar received a B.S. in Electrical Engineering from Seattle University, an M.S. in Electrical Engineering from Washington State University and an M.B.A. from Seattle University.

Code of Ethics

ADV Part 2