Erie, PA Office
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Elite Life Management LLC
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About
Elite Life Management provides discretionary and non-discretionary investment management and financial planning to a range of clients, including individual and high-net-worth investors, trusts, estates, legal entities, charitable organizations, retirement plans and other registered investment advisers. Portfolios are constructed using ETFs, mutual funds, individual stocks and bonds and, when appropriate, limited partnerships or private placements.
The firm follows a fundamental, generally long-term investment approach tailored to each client’s goals, risk tolerance and circumstances, with periodic rebalancing and ongoing monitoring; it may also trade shorter-term to meet client needs or market conditions. Elite uses model portfolios and sub-advisory services provided by an affiliated adviser and may retain legacy positions or recommend alternative investments for tax or portfolio-fit reasons.
Elite’s brochure discloses several uncommon affiliations for a team firm, including an affiliated broker-dealer (HBK Sorce Brokerage LLC), an affiliated accounting firm (Hill, Barth & King LLC d/b/a HBK CPAs & Consultants), an affiliated SEC-registered adviser that provides sub-advisory and model-portfolio services (HBK Sorce Advisory LLC d/b/a HBKS Wealth Advisors), and Park Shore Partners LLC, which serves as general partner/sponsor of affiliated private-placement funds. The firm also shares ownership and personnel overlap with Elite Life Consulting LLC and other HBK Sorce entities; the brochure describes these relationships and the potential conflicts of interest they create while noting clients are not obligated to use affiliated services.
Based on Elite Life Management LLC
Expertise
Based on Elite Life Management LLC
Location
2725 Colonial Ave
Erie PA 16505
Advisors at this office
3
Advisors at this office
Ryan W
CFP®, ChFC®, Series 66
Erie, PA
Elite Life Management LLC
Ryan Williams is a CFP® and ChFC® with 10 years of industry experience. He currently serves at Elite Life Management LLC and has prior experience with Bank of America and Merrill Lynch. Outside of his advisory role, he is a published author of a personal book about travel and a silent partner in an athletic training facility. Elite Life Management provides investment management and financial planning services to individual and high-net-worth clients, trusts, estates, legal entities, charitable organizations, retirement plans, and other registered advisers, using a fundamental, generally long-term investment approach tailored to client needs.
Stephanie T
Series 63, Series 66
Erie, PA
Elite Life Management LLC
Stephanie Terbrock is a financial advisor at Elite Life Management LLC in Erie, PA, with eight years of industry experience. She holds the Series 63 and Series 66 designations and has worked previously at Merrill and Wells Fargo Clearing Services. Elite Life Management provides discretionary and non-discretionary investment management and financial planning services to individual and high-net-worth clients, trusts, estates, legal entities, charitable organizations, retirement plans, and other registered investment advisers. The firm employs a fundamental, generally long-term investment approach tailored to client goals and risk tolerance, utilizing ETFs, mutual funds, individual stocks and bonds, and alternative investments when appropriate.
Jeremy S
Series 66
Erie, PA
Elite Life Management LLC
Jeremy Shelby is a financial advisor at Elite Life Management LLC in Erie, PA, with eight years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, Merrill Lynch, and Motion Group Sports. In addition to his advisory work, he owns Elite Life Consulting, a branding solutions business serving athletes, entrepreneurs, and professionals. Elite Life Management provides discretionary and non-discretionary investment management and financial planning to a diverse client base, including individuals, high-net-worth investors, trusts, and charitable organizations. The firm employs a fundamental, generally long-term investment approach tailored to client goals, with portfolios constructed using ETFs, mutual funds, stocks, bonds, and alternative investments when appropriate.
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