Financial advice for established investors, helping you create a path to (and through) retirement

Elite Wealth is an independent, fee-only, fiduciary advisory firm based in Colorado serving clients across the country

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A Living, Breathing, Financial Plan

We view retirement planning as an ongoing process, not a one-time event. The One Page Plan covers taxes, estate planning, investments, and more while clients receive semi-annual planning updates.  Our digital plans are concise and easy to understand. Learn more about how we can help:

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"In a time where many advisors are trying to predict the rain, I'm helping investors build an ark."
Learn More About Mark
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Who We Serve

Our clients include current and former NFL, NCAA & NHL coaches and players, business owners, aerospace & defense engineers, information technology professionals, and more. Our typical client has worked hard at his or her trade, is either retired, or beginning to prepare for life after work. They tend to be conservative by nature, and they believe in the value of working with a professional to reduce the stress associated with making investment and financial decisions.

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January—March

Financial & Tax Planning

Included:

  • Annual meeting that sets the tone for the next year

  • One-page financial plan - a living, breathing document designed to guide clients to and through retirement

  • Tax guidance & planning for April's deadline

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Regular Activity: Portfolio Rebalancing
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Regular Activity: Stock market updates
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April-June

Maintenance & Updates

Included:

  • Investing insights

  • Regular updates & communication

  • Sent 1-2x per month

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Regular Activity: Portfolio Rebalancing
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Regular Activity: Stock market updates
communication
July-September

Mid-Year Checkpoint

Included:

  • A quick update to your financial plan (every 6 months)

  • An assessment to align your investment strategy with your goals and temperament

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Regular Activity: Portfolio Rebalancing
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Regular Activity: Stock market updates
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October-December

Year End Planning

Included:

  • Review annual tasks

  • Make any necessary adjustments

  • Prepare for the following year's plan & action items

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Regular Activity: Portfolio Rebalancing
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Regular Activity: Stock market updates
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Q1 (Jan-Mar)
Q2 (Apr-June)
Q3 (July-Sep)
Q4 (Oct-Dec)
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Is Elite Wealth right for you?

We generally serve families with $500k or more in retirement/investment assets. Our clients are seeking a trusted advisor to oversee investment decisions and retirement planning. Schedule a meeting to explore our services:

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We generally serve families with $500k+ in retirement/investment assets. Our clients are seeking a trusted advisor to oversee investment decisions and retirement planning.

Get in touch
(303) 565-9355
mark@elite-wm.com

Serving clients in Colorado and virtually across the United States of America

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Elite Wealth Management is an investment adviser regulated by the Colorado Division of Securities, offering investment advice in states where registered or exempt from registration. Please contact us with any questions.