A complete list of active advisors currently associated with Elite Wealth Management, LLC

Warmer can help you find a great advisor at Elite Wealth Management, LLC or one who fits your needs even better.

Elite Wealth Management is a state-registered independent investment adviser that provides tailored investment management and comprehensive financial planning to households, trustees, and high-net-worth individuals, and also serves employer plan sponsors. Like many independent advisers, the firm charges asset-based advisory fees and offers project-based, hourly, and ongoing planning arrangements. The firm builds individualized portfolios using a mix of fundamental, technical, charting, and cyclical analysis and employs both passive and active strategies, including tactical shifts in asset allocation to pursue client objectives. Accounts may be managed on a discretionary or non-discretionary basis, and the firm uses institutional custodial and technology services — including an automated model platform for certain lower-balance clients — to implement and report on portfolios. What is distinctive for a solo independent adviser of this size is the firm’s provision of employee benefit plan services and pension consulting to plan sponsors, including plan monitoring and participant education, services that are uncommon among peers. The firm also regularly offers educational seminars and speaking engagements (sometimes pro bono), combining public education with its advisory and plan-sponsor work.

To learn more about the advisors currently working at Elite Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.