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Elite Wealth Management

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3.86 (7 reviews)
Elite Wealth Management
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Contact Information OUR ADDRESS
1014 Market St
Kirkland, WA 98033

Phone Number
Call (425) 828-4300
Visit our website
http://elitewm.com/

Description

Our mission at Elite Wealth Management is twofold: to provide our clients with financial guidance based on their values and priorities, and to provide them the peace of mind and confidence to pursue their financial future – no matter what the markets or life may bring.

Our capabilities are fully aligned to providing the best possible client service and communication along the way. We have extensive experience managing the wealth of high net worth individuals and institutions, and are committed to delivering insightful, informed advice to help our clients achieve their financial goals.

Location

Kirkland, Washington
1014 Market St

Rating

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Quality
3.86
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Users' reviews

5.00

Fantastic group! Recomended!

Posted by on 05/14/2015

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.

5.00

I recommend this firm highly.

Posted by on 10/07/2014

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.

5.00

Recomented!

Posted by on 10/05/2014

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.

5.00

Best!!

Posted by on 10/05/2014

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

5.00

Recomented!

Posted by on 09/28/2014

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!

1.00

Not reomended

Posted by on 04/26/2014

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

1.00

Badly!

Posted by on 07/27/2013

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.