Elite Wealth Management is an independent financial services brokerage that offers a broad range of life and health, investment and risk management products. We do not represent any bank, insurance company, or investment company. Our job is to provide you with independent advice based on your goals and objectives through our professional expertise and comprehensive personalized service. We use a proven 5 steps approach to design your personal financial plan:
1. Understand your Current Situation
2. Identify Goals and Objectives
3. Analysis and Design a Plan
5. Ongoing Review
Many of our clients appreciate our independent advice to choose the best product on the market for them, in addition, through out the consultation, they learn many innovative strategies (which they did not know were available to them) that they can use to supplement or enhance their existing plan.
Member Since: 2014