Products & Services


Elite Wealth Management offers a full range of services that include: Investment Strategies, Alternative Investments, Accounting & Tax Planning, Financial & Retirement Planning, and Trust & Estate Planning.

Risk Management


We have significant experience in risk management. Our backgrounds are institutional and institutions are all about risk. Our highly trained staff navigates uncertain markets with a savvy combination of experience, insight, and time-tested formula to deliver results. Elite identifies and manage threats that can severely impact your portfolio. We closely communicate with you about your needs and thereby manage, for you, market, liquidity, and operational risk.


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Investment Strategies


We choose the right mix of stocks and bonds to provide long-term growth potential and an income stream. The question to ask is how these qualities fit into your investment strategy. Each client has individual objectives and our goal is to meet those objectives in a personal and welcoming environment where we can maximize growth, reduce risk, and effectively manage your assets.


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Alternative Investments


Our mission is to capitalize on evolving opportunities, while benefiting from the intellectual, operational and financial resources. We manage institutional and high net worth investors. We provide an integrated alternative investment platform that manages a wide range of products across multiple asset classes.


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Accounting & Tax Planning


Our accounting firm is composed of highly qualified, experienced accountants. Since our inception, we have offered a full range of accounting, tax, and small business consulting services. We feel the most important asset that we can offer to our clients is our highly personalized service.


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Financial & Retirement Planning


At Elite Wealth Management we are dedicated to making a secure financial future a reality. We help high-net worth clients achieve their goals and objectives related to the accumulation, protection and distribution of wealth through comprehensive financial planning.


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Trust & Estate Planning


Regardless of your level of wealth, estate planning is a vital part of your overall financial plan. Planning ahead can give you greater control, privacy, and an opportunity to leave more of your legacy to your loved ones.  Using Trusts will help you meet your estate planning goals.  Trusts can play an important part in helping you pass your assets on to your heirs when you die, or even before you die, depending on your particular goals.


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