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Elite Wealth Management
- Tax Services
- Kirkland, WA
About this business
Our clients deserve nothing less than a proactive partner who is vigilant in serving their interests. At Elite Wealth Management, we provide investment advice and cutting edge solutions that best meet the needs of the individuals, families and institutions whose assets we manage. By offering a full range of financial services and partners, we provide sound investment advice, implement strategic planning, and utilize the expertise of our analysts to ensure our clients always have the upper hand.
Location details
1014 Market St, Ste A-100, Kirkland, WA, 98033, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I've had a fantastic experience with Wealth Management, especially due to the expert advice provided by Mrs. Fariba Ronnasi. The company offers sound financial consultations tailored to my risk tolerance, which has been incredibly beneficial. Communicating with this excellent company has always left me reassured because of their reliability and the accurate guidance they provide on investment risks and benefits. With their help, I've been able to make informed decisions about the best solutions for my financial needs. Over t... read more
I have been an EWM client for many years. I am a 30 year high-tech industry veteran but I am not a financial wizard and so I wanted to find a financial expert that I could trust to help me build wealth. I found that in Fariba Ronnasi and EWM. Over the years, Fariba has demonstrated unprecedented intuition in the financial industry and has managed a significant portfolio for me that has enjoyed continuous above-market gains. I recommend Fariba and EWM without reservation to anyone who wants to invest - don't wait!
I’ve 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 exper... read more
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 ... read more
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!
Frequently asked questions about Elite Wealth Management
How is Elite Wealth Management rated?
Elite Wealth Management has a 4.8 star rating with 16 reviews.
When is Elite Wealth Management open?
Elite Wealth Management is closed now. It will open tomorrow at 9:00 a.m.
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