Elite Wealth Partners, Inc

Elite Wealth Partners/Strategic Retirement Partners (EWP/SRP) is an independent wealth management practice whose professionals advise on wealth management/tax planning/retirement plan solutions. We collaberate with our HNW/Business clients' team of advisors (CPA's/Attorneys) to bring proactive/holistic financial solutions to our client's that are aligned with their values and goals that will help them maximize their financial and personal objectives today and tomorrow…while increasing their most valuable asset…TIME

EWP/SRP has offices throughout the United States that are strategically located to deliver comprehensive wealth management/tax planning/retirement plan solutions solutions to our clients.

We develop and administer continuing education for external audiences including CPA/CPA firms, law firms, SHRM members ( Society For Resource Management).

Address

220 W. Illinois
#2007
Chicago
IL
60654
United States

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NASBA Approved providers

National Registry

Registry ID

143599

Approved Delivery Method

Group Live, Group Internet Based

2020 has been an extraordinary year for so many reasons. In the retirement plan space, its been a year full of change - regulation, legislation and litigation. We’ve had more retirement plan legislati …

Goodbye, 2020. Hello, 2021! As we set our sights on business development goals for the new year, join the #401klady Jeanne Fisher and Lisa Petronio, self-proclaimed #retirementnerd to discover how to …

DOL & IRS Audit Trends

20 Oct 2020 Elite Wealth Partners, Inc Lisa Petronio/Ed Kollada CPA

As a trusted employee benefit plan auditor, your clients count on you to understand what red flags may make their plan more susceptible to an audit (and seek to avoid them in the first place!). Beyond …

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