WEALTH MANAGEMENT | TAX ADVANTAGED STRATEGIES

WE FOCUS ON YOUR WEALTH & TAXES
SO YOU CAN FOCUS ON YOUR LIFE

We understand individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

You will enjoy conflict free, totally transparent, and true fiduciary financial services as we help you:

( 1 ) align your financial choices with your most important goals and most deeply held values;

( 2 ) get your entire financial house in order and keep it that way – and

( 3 ) have the highest level of confidence that regardless of what happens in the markets, the economy, or the world; you can achieve your goals, while paying the lowest amounts of taxes as possible!

We specialize in helping our clients….

  • Save hundreds of thousands of dollars in lifetime taxes
  • Increase the amount of income they can generate in retirement
  • Reduce the overall risk in their retirement approach

Centrally located in Vero Beach, Florida, Elite Tax Advisory Services is a tax focused, holistic advisory firm whose mission is to support truly holistic financial/tax advice where investments, insurance, tax, estate, Social Security, retirement income and healthcare planning goals are all strategically coordinated and aligned.