Elite Focus Private Wealth, LLC

Elite Focus Private Wealth is an independent registered investment adviser that manages roughly $15.2 million for a small, primarily individual client base as well as select businesses, institutions and charitable organizations. The firm provides discretionary portfolio management, retirement-account advice and financial planning, using investments such as individual equities, bonds, mutual funds, ETFs and unit investment trusts.

The firm’s process emphasizes fundamental analysis and a predominantly long-term orientation while tailoring asset allocation and portfolio construction to each client’s goals and risk tolerance; it may also implement strategies through unaffiliated money managers or the SEI Advisor Guided platform. Financial planning is offered both as one‑time engagements and as ongoing retainer relationships, with regular reviews and reporting and advisory fees billed through qualified custodians.

A distinctive feature is that the firm’s principal also maintains a licensed insurance practice and may receive customary commissions for insurance product implementations, a potential conflict disclosed in the brochure. The inclusion of charitable organizations among its client types is another less-common practice for firms of this profile, and the adviser discloses institutional relationships with Schwab and SEI that provide platform services and other economic benefits.