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April 2024 by Mo Hakakian
I've had a fantastic experience with Wealth Management, especially due to the expert advice provided by Mrs. Fariba Ronnasi. The company offers sound financial consultations tailored to my risk tolerance, which has been incredibly beneficial. Communicating with this excellent company has always left me reassured because of their reliability and the accurate guidance they provide on investment risks and benefits. With their help, I've been able to make informed decisions about the best solutions for my financial needs. Over the years, their team has consistently demonstrated a keen foresight in market trends and financial matters, proving their expertise time and again. I am truly grateful for their support and the peace of mind it brings.
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November 2023 by Guy Therien
I have been an EWM client for many years. I am a 30 year high-tech industry veteran but I am not a financial wizard and so I wanted to find a financial expert that I could trust to help me build wealth. I found that in Fariba Ronnasi and EWM. Over the years, Fariba has demonstrated unprecedented intuition in the financial industry and has managed a significant portfolio for me that has enjoyed continuous above-market gains. I recommend Fariba and EWM without reservation to anyone who wants to invest - don't wait!
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August 2023 by T W
Phenomenal returns. Management that truly understands the market. We are very happy with their results over the years. Truly market beating professionals.
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June 2023 by Michael Magan
I’ve been a client at EWM for several years now and have been extremely satisfied with the exceptional customer service that I have been afforded… Like clockwork, each quarter the staff at EWM, Robyn, Kevin, Robert, and Yinmo contact me for my in-person review with Fariba (who is nothing short of fabulous) where I receive a full, detailed analysis of the current market and investments.From day one, I have had complete confidence in Fariba and staff at EWM and feel that if you are looking for an advisor that you would experience the same exceptional service.
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September 2021 by H SD
Elite Wealth Management is a great organization that has always provided me with professional expertise to manage my money. They are very passionate about investing and they always are diligent to stay on top of the market and act as a great fiduciary for their clients. They exemplify integrity, honesty, and I would recommend Elite without hesitation!
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November 2020 by H Dhal
Elite Wealth Management is a great organization that has always provided me with professional expertise to manage my money. They are very passionate about investing and they always are diligent to stay on top of the market and act as a great fiduciary for their clients. They exemplify integrity, honesty, and I would recommend Elite without hesitation!
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November 2020 by Stephen Eneberg
I have worked with Fariba and her team now for several years and she has provided excellent service and a very solid return on our investments. She is highly responsive and incredibly knowledgeable about the market and macro economic trends to ensure the strategies she is employing for us are successful and meet our needs. We have recommended Fariba to many family members and friends and they have also been very satisfied.
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November 2020 by Fiona Dadgar
Staff at Elite always provide superior customer service and they go the extra mile to help their clients. The performance has been fantastic. I highly recommend them to anyone looking for a money manager.
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November 2020 by Miguel A Barajas (MAB)
Fariba and Robyn have been incredibly helpful in the process of starting my investment portfolio and getting me on track. They are very responsive, friendly, and knowledgeable. I am looking forward to growing my portfolio with Elite Wealth Mgmt over the years.
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November 2020 by What Time is it?
Fariba and her team have been assisting me with my portfolio for over 6 years now, and I am very satisfied with her performance. Finance and management is on her mind 24/7. . She always has a pulse on the market trends, activity and strategies. She stays informed politically and economically, watching financial conditions both nationally and globally. Another practice that Fariba has with her clients are quarterly reviews. This has not been my experience with other advisers or trustees. As Fariba client, you will meet with her every 3 months to review your portfolio,ask questions and get clarification on all aspects of your portfolio. On a personal note, several years ago, My daughter had a medical condition. The cost was nearly $70,000 out of pocket. That year, Fariba was able to earn for me a rate of return of 20.15 percent on the value of my assets . Im sure my portfolio is small in comparison with the majority of her clients, but Fariba has gone the distance for me. She is passionate and driven. I recommend her and her fabulous team that Elite highly
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December 2019 by Troy W.
Fariba is extremely knowledgeable, diligent and extremely attentive to client concerns and needs. She's a terrific manager, provides excellent customer service and over the last 6 years has provided us with well-above average risk-adjusted returns. More than pleased and I would highly recommend.
