Elite Wealth Management

"William at Elite Wealth Management is absolutely incredible. Not only do I have absolute trust in his opinion, William continues to educate me on wealth management and techniques. I know that William truly cares about my success and well being. William has a great deal of experience and knowledge, I don't know where I would be without him. I highly recommend Elite Wealth Management."

"My wife and I are just a few years away from retirement and we wanted to have our finances reviewed by a professional before we actually retired, William thoroughly examined our finances from current Income, to projected retirement income, savings, 401K’s, Roth Ira’s, brokerage accounts, income property, life insurance policies, auto insurance policy and home owners’ insurance, William also referred us to an attorney who set up our living trust. William found many opportunities to improve our finances, we were very excited to implement every change / improvement that William suggested, my wife and I feel so much better heading into retirement knowing that we have a professional working beside us!"

"William is so approachable, friendly, and knowledgeable. He works with me every step of the way and is always ready to answer any of my questions. I am so thankful for his advice and guidance! It has been such a wonderful experience working with him over the last several years."

"William is my go-to guy. He hasn’t just helped my money grow, he’s educated me so that I understand money in a way I never realized was possible. From investing to insurance to estate planning - I trust William to advise me about all aspects of my financial life. Every time we talk I’m left excited about the road ahead because William listened, asked thoughtful and helpful questions, and then advised me on strategies that will help me achieve my goals. William truly is worth his weight in gold."

"My husband and I began working with William at EWM in spring of 2022, and over the last 8 months I can't emphasize enough how impressed I am with him! In organizing and managing our finances he has been incredibly patient, willing to fully explain details to answer our numerous questions, exceedingly savvy and no-nonsense in his approach to investing at a level we're comfortable with, and has spent countless hours shepherding me through a daunting trust inheritance process. My only qualm in shouting his excellence is that he may become too "big" to continue to devote the level of attention and availability that we have benefited from so much this year. His fees are reasonable, he is not a "salesman" in any negative sense of the word, and his measured confidence and expertise in investing has already yielded impressive results for us. We look forward to a long partnership with William and Elite Wealth Management."