Sarasota, FL Office

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.