A fresh approach to

Financial Planning

ABOUT US

Let's take a new look at financial planning.

We step outside of the standard model of financial advising and offer you something different: something that is focused less on short-term patch-work and more on proven, long-term strategies. We want to offer you an approach to planning that is fresh, powerful and completely customized for you.

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Check the background of this firm on FINRA’s BrokerCheck.

WHO WE ARE

Elite Wealth Group is a boutique financial advisory group that specializes in the unique opportunities and challenges of corporate executives, business owners and medical professionals. Our purpose is to use our retirement and legacy planning experience to help you pursue your financial goals.

HOW WE'RE DIFFERENT

Every advisory firm claims to be different. What actually sets us apart?

Customization

We understand that you, your goals and your experiences are unique. Instead of handing you a pre-packaged plan, we collaborate with you and your team to form a creative solution that is fully customized to your needs.

Independence

The only interests that we are looking out for are yours. As a proudly independent firm, every piece of advice that we give and every solution we recommend comes from a genuine desire to see your desires fulfilled.

Experience

Our elite team of business strategists has spent years refining their knowledge and working alongside people like you. We also partner with industry-leading institutions that help us provide you with an even higher level of service.

MEET OUR TEAM

With decades of experience in the financial services industry, you can trust that our team has the know-how you’re looking for. But despite our experience, we are constantly looking for new, fresh ways to approach the strategies we design and the obstacles we encounter.

WHO WE SERVE

Our team serves individuals from a variety of positions through powerful, tax-efficient strategies.

Whether you are wondering how to sustain and grow your portfolio in preparation for retirement, or you are looking to create more security in your career, we’re here to walk with you every step of the way.

Corporate Executives

As an executive, your portfolio faces both unique opportunities and unique obstacles. The higher your income, the more complex financial planning can become. When you partner with our team, we will create a customized financial strategy that helps you creatively leverage your assets to maximize growth and minimize tax exposure.

Business Owners

Do you have a retention plan in place for your key employees? Have you considered the future of both your business and portfolio when you have to make an exit? The health of your business and personal finances depends on your answers to these questions. We have worked with business owners like you to build a customized business plan that is in line with your needs and goals.

Medical Professionals

As a medical professional, you likely face unique challenges when it comes to risk mitigation and tax efficiency in your income. Whether you are an employee, contractor or owner, our advanced planning team is here to provide you with the protection you need to mitigate any risk to your career and portfolio.

Let's talk

We want to take the time to learn about you, your business and where you want to go. Together, we can discover the ways that a partnership with our team could help you get there.

Securities traded through LIBERTY PARTNER FINANCIAL SERVICES, LLC; Office of Supervisory Jurisdiction (OSJ), 5060 California Ave, Suite 620, Bakersfield, CA 93309; phone 800-440-0442

Member FINRA/SIPC. Nathan Rogero is a licensed insurance agent.