Wealth Management and Alternative Investments
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 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. Learn more about Elite Wealth Management>>>
“A person is not given integrity, it results from the relentless pursuit of honesty at all times.”Fariba Ronnasi
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Client Account Login
As an Elite Wealth Management client you can access your account here
Finance Professionals & RIAs
You’ve worked hard to build your business, let us work hard for you. Have the peace of mind to focus on your clients and business with a cutting edge investment team behind you. Click the button below to explore a partnership with Elite Wealth Management.
Our Investment Strategies
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 analysts to ensure our clients always have the upper hand. Click the button below to discover our strategies.
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.