Elite Wealth Management

Ive been a client at EWM for several years now and have been extremely satisfied with the exceptional customer service that I have been afforded Like clockwork, each quarter the staff at EWM, Robyn, Kevin, Robert, and Yinmo contact me for my in-person review with Fariba (who is nothing short of fabulous) where I receive a full, detailed analysis of the current market and investments. From day one, I have had complete confidence in Fariba and staff at EWM and feel that if you are looking for an advisor that you would experience the same exceptional service.
Jun 13th, 2023

I have worked with Fariba and her team now for several years and she has provided excellent service and a very solid return on our investments. She is highly responsive and incredibly knowledgeable about the market and macro economic trends to ensure the strategies she is employing for us are successful and meet our needs. We have recommended Fariba to many family members and friends and they have also been very satisfied.
Jun 17th, 2021

Elite Wealth Management is a great organization that has always provided me with professional expertise to manage my money. They are very passionate about investing and they always are diligent to stay on top of the market and act as a great fiduciary for their clients. They exemplify integrity, honesty, and I would recommend Elite without hesitation!
Sep 9th, 2020

Fariba and her team have been assisting me with my portfolio for over 6 years now, and I am very satisfied with her performance. Finance and management is on her mind 24/7. . She always has a pulse on the market trends, activity and strategies. She stays informed politically and economically, watching financial conditions both nationally and globally. Another practice that Fariba has with her clients are quarterly reviews. This has not been my experience with other advisers or trustees. As Fariba client, you will meet with her every 3 months to review your portfolio,ask questions and get clarification on all aspects of your portfolio. On a personal note, several years ago, My daughter had a medical condition. The cost was nearly $70,000 out of pocket. That year, Fariba was able to earn for me a rate of return of 20.15 percent on the value of my assets . Im sure my portfolio is small in comparison with the majority of her clients, but Fariba has gone the distance for me. She is passionate and driven. I recommend her and her fabulous team that Elite highly
Apr 6th, 2020

Mar 24th, 2020