Building peace of mind, one retirement at a time.
Our clients retire wealthier and with peace of mind as they know what their retirement income will be years in advance.
Schedule a Free Audit of Your FinancesThinking of Switching Advisors?
Working with us, you will receive more services, better advice—at the same price, or less.
01
Independent Advice
No sales quotas. No hidden agendas. Just strategic, unbiased planning tailored to your goals.
02
Lower Fees
Reducing fees isn’t just about saving money—it’s about keeping more of your investment returns working for you.
03
Performance & Insight
Investment performance that meets your goals, while keeping fees low.
04
Full Financial Planning
Investment management, tax optimization, retirement strategies, and beyond—ensuring your financial goals are integrated for lasting success and peace of mind
Expert Wealth Management, Tailored for your Success
Rishi Sholanki is a Certified Financial Planner (CFP) and founder of Elite Private Wealth. With nearly $100 million in assets under management, Rishi provides personalized, goal-driven financial strategies to help clients achieve long-term wealth and financial security.
Schedule Now“Real financial planning doesn’t start with products or investments—it begins by understanding your goals, needs, and the concerns that keep you up at night. Only then can we build a strategy that gives you peace of mind.”
-Rishi Sholanki, CFP
OUR PROCESS
What It’s Like to Work With Us
Explore how we curate your experiences and carefully manage your financial needs and priorities.
01
Initial Discovery Call
This is where we learn about your goals, needs and what's keeping you up at night
02
Comprehensive Review
We’ll evaluate your investments, retirement plan, and tax strategy to uncover opportunities for improvement.
03
Custom Wealth Plan
You receive a clear, strategic financial roadmap—not just a model portfolio.
04
Long-Term Partnership
Ongoing, proactive wealth management—with direct access to your lead advisor at every step.
OUR TRUSTED PARTNERS
Already with an advisor? We offer no-obligation second opinions.
TESTIMONIALS
Why Settle for Standard When You Can Have Elite?
Book your complimentary consultation today.
Schedule Your Complimentary Financial Review
