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.
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 a formula to deliver optimal results. Elite’s objective is to identify and manage threats that could severely impact your portfolio. We closely communicate with you about your needs and thereby manage, for you, market, liquidity, and operational risk.
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 seek to maximize growth, reduce risk, and effectively manage your assets.
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.
Accounting & Tax Planning
Our accounting firm, Elite Accounting & Financial Services which is a separate but affiliated entity, is composed of highly qualified and 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.
Financial & Retirement Planning
At Elite Wealth Management we seek to make 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.
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.