Elite Wealth Strategies

08/13/2026

Inflation is cooling. Here’s what the latest data could mean for investors.

07/02/2026

250 years ago, a bold idea changed the world.

The freedoms established in 1776 created the foundation for generations of Americans to build businesses, raise families, create opportunity, and pursue their own version of the American Dream.

As we celebrate America’s 250th birthday, we’re reminded that true independence extends beyond our nation’s history. It also means having the confidence that comes from a thoughtful financial plan, the ability to care for those you love, and the opportunity to leave a lasting legacy.

At Elite Wealth Strategies, we’re honored to help families navigate those important decisions every day.

From all of us at EWS, we wish you and your family a safe, memorable, and Happy Fourth of July.

Happy Independence Day, and Happy 250th Birthday, America. 🇺🇸

Built on Trust. Driven by Purpose.

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06/23/2026

One of the biggest risks in the S&P 500 today is that many investors still think they’re more diversified than they really are.

Twenty years ago, the top 10 holdings represented only a small share of the index. Today, they account for roughly 39% of the S&P 500, with the Magnificent 7 alone making up about one-third.

That doesn’t make the S&P 500 a bad investment. It does mean the word diversified deserves a closer look.

An index can hold 500 companies and still become increasingly dependent on a much smaller group of names to drive returns. That’s an important distinction, and one worth understanding when building a portfolio.

06/21/2026

For many families, the most important inheritance is not financial. It’s the values a father instills through consistency, discipline, generosity, and example. Long before an estate plan is drafted or assets change hands, character, judgment, and perspective are already being passed to the next generation.

As Clarence Budington Kelland wrote, “My father didn’t tell me how to live; he lived, and let me watch him do it.”

At EWS, we believe true legacy is about more than preserving wealth. It’s about preserving the principles behind it.

Happy Father’s Day to the fathers, grandfathers, and mentors whose example continues to shape families for generations.

06/18/2026

The headlines are hard to ignore.

Since 2019, the average retirement account has grown approximately 52%.

Over the same period, inflation has increased approximately 30%.

While retirement savers have generally stayed ahead of inflation, the gap is smaller than many account balances suggest.

Retirement success isn’t measured by how much your portfolio grows. It’s measured by how much purchasing power it preserves.

The goal isn’t simply to build wealth. It’s to maintain the lifestyle that wealth is meant to support.

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06/08/2026

Welcome Connor Preston to Elite Wealth Strategies! We’re excited to have him join us as a Financial Planning Intern and look forward to supporting his growth in wealth management this summer.

05/25/2026

This Memorial Day, we pause to honor the brave men and women whose sacrifice secured the freedoms we enjoy every day, and whose courage will never be forgotten.

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04/05/2026

Happy Easter from the EWS team!

03/24/2026

Today is National Each Person is a Person of Worth Day, founded by Dr. Mary Jo Podgurski of the academy for adolescent health.

This day is an important reminder that your self-worth is not based on where you live, what you do for work, or how you performed in school.
Instead, it’s shaped by the value you place on yourself and the value you extend to others. This is a reminder to lead with kindness and help each other grow.

We encourage you to celebrate today by offering affirmations of worth to your friends and loved ones and practicing active listening.

A small moment of recognition can make a lasting impact. 🌈