About Elite Wealth Group
The Elite Standard in
Wealth Management
Elite Wealth Group was founded on a singular, powerful premise: our clients are inherently smart, strategic, solution oriented and successful - and they are seeking clear direction and proactive leadership to achieve their financial goals. Our mission is to empower families, individuals, and entrepreneurs to define and achieve their own unique version of financial independence. We act as a trusted advisor to look at their entire financial situation - to put all the pieces together into a seamless package. To become, in effect, their personal CFO
As an independent firm, our perspective is never compromised. Our advice is dictated solely by your goals, not corporate interests. This freedom allows us to explore a variety of financial solutions, always aiming to find what truly fits your situation.
Our StoryYour Strategic Partner for Every Milestone
Whether you are forming a retirement legacy, navigating a major life transition, or seeking sophisticated wealth education, we are your dedicated partners along the way.
Who You'll Be Working With
We aren’t just planning for the future—we are building it with you.
David Biebelberg
Partner
Matthew Garber, CFP®, APMA®, CRPC®
Partner
Rashida Kersey-Sparks
Director, Client Services
THE TEAM BEHIND THE ADVISORS
A team of industry experts supports us with a comprehensive service and support platform, with experienced operations, compliance, technology, and practice management.
Ana Chicas
Senior Operations Specialist
Cindy Pollack
Director of Complaince
Courtney Travis
Operations Specialist
Julie Meyer
Director of Compliance
Samantha Orvelo
Client Service Specialist
Richard White
Director of Operations
Nick Safi
Director of Practice Management
Are your finances aligned with your expectations?
Talk with our professionals for a review of how your wealth is positioned to meet your goals.