Elite Wealth Management Inc.

Elite Wealth Management has been a wonderful organization to work with. Everyone we have been in contact with has always been professional and personable. Working with Fariba Ronnasi has been fantastic. She is not only very knowledgeable and up to date on the market, she is also an excellent communicator. Always available for questions and takes the time to meet in person at the end of the quarter to bring us up to date and explain information in quarterly reports. We respect and trust her advice and recommendations. Highly recommend Elite Wealth Management.

EWM is a fantastic group that is both professional and personal. I’ve watched them beat the market for years and have been impressed by both their financial wisdom as well as the quality of service. Highly recommended.

I first met Fariba Ronassi at Elite when my husband and I moved here with our children four years ago. Transplanting not only my family but also my business to a new state w unfamiliar tax and business legislation, while also setting out to purchase our first home and establishing college savings and estate planning, I was in dire need of trustworthy, seasoned counsel. I was extremely fortunate to have found Fariba. She has exceeded our expectations in every conceivable way. It’s because of Fariba that we have been able to restore order to our finances, plan for a bright future and begin to realize our dreams for ourselves, our family and our futures.
Everything Fariba does she does with laser-​like focus, empathy, considered thinking and deep research. She is extremely proactive– always one step ahead of us and everyone else. She is highly attuned to what’s happening in the market and quick to respond w adjustments to our portfolio. Her recommendations are tailored exactly to our needs and she spends an enormous amount of time with us– to understand our needs, long term and short. She is very well known and respected in her industry. She’s a thought leader. Her communication style is clear, honest and direct. Perhaps my favorite thing about Fariba is something that no amount of experience or material success can replace– integrity. While she is always professional, there’s no doubt that our wellbeing and security as a family is her foremost objective. She is respectful of the range of expertise in our family (my husband has an MBA and background in finance, while I’m in a creative field) — she takes time to make sure I understand everything and never condescends. We’ve worked with other advisors before her and none come close to comparing.
I recommend that you hire her immediately!

I absolutely love the staff at Elite Wealth Management. They are all very personable and very professional. In the 4 years I have been doing business with them, I have learned to trust them and to rely on them for clear and up to date analysis of the market and my portfolio. When I meet with them, I can count on hearing real information not information glossed over to sell me a product. I recommend this firm highly.

The Elite Wealth Management team is very responsive and great to deal with. All communications are handled in a very timely manner. The team seems very competent and they cater their products to a very wide range of customer types. I like how they place special emphasis on wealth protection which is very important to me. I would recommend this firm to anyone who is looking for a well-​rounded team to help them in their investment goals.

Elite’s attention to detail with every aspect of our account needs has been wonderful. Their staff is always courteous and willing to help. Could not be more pleased.

Had a great experience with everyone I worked with at Elite Wealth Management. All communication was quick and courteous! They provide great options regardless of how much your coming in with. Could not recommend more!

Very poor returns. Lost quite a bit of money here, not recommended. They keep rotating the portfolio every quarter, very bad strategy.

The customer facing staff is friendly and can speak the financial buzz words, but returns are sub-​par, particularly when compared to the market. Customer service and follow-​up with clients on verbal commitments is extremely poor, and really needs to improve.