Elite Wealth Advisors is a full-service financial planning firm dedicated to consistently providing high customer satisfaction through educating clients, rendering excellent service, and furnishing a professional, enjoyable atmosphere that just feels like home. There are many risks that everyone faces in retirement and in planning for their future. Our team is dedicated to removing or minimizing those risks for our valued clients.
Our Services Include:
- Financial Planning
- Wealth Management
- Risk Management
- Tax Planning
- Tax Preparation
- Estate Planning
Founder & CEO
Prior to founding Elite Wealth Advisors, he graduated from the University of Florida with a degree in Finance. He helped build an extremely successful financial planning company, and also served as the VP of Sales for Aviva USA for over 5 years. He brings a wealth of knowledge and strong relationships throughout the industry and world.
When Kaleb is not helping clients, he loves to spend time with his family, play golf, and enjoys the beach and boating. He resides in Sarasota Florida and can be reached at email@example.com
John Hargarther offers an incredible, unique combination of 38 years of high level personal production, and 10 years coaching and mentoring top producers in the financial services industry.
In 2005, John reached $14 million in total production using his vast experience and competitive nature to place in the top 1% of national producers.
John has always wanted to give back to the industry that has been so good to him, so in 2006 he started his mentoring program. In 2008, he joined a leading FMO as Vice President of Training, which included mentoring, coaching and overseeing all aspects of improving agent production.
Born in Rochester, New York and raised in Erie, Pennsylvania, John moved to Columbus, Georgia at the age of 22 to start his insurance career. In 1992, he continued south to Sarasota, FL where he now resides with his lovely wife Janet, and their two Westies, Chipper and Lilly.
Paul McClure, CPA
With over forty years of experience in the tax and accounting profession, Paul has the knowledge, experience and expertise to handle your tax needs as well as your accounting needs.
Paul’s vast experience includes working for the sixth largest CPA firm in the Nation, owning his own accounting and tax firm, company controller and teaching accounting and business law at the college level. Paul has written accounting procedures and policy manuals for two multi-million dollar companies and a Sarbanes Oxley compliance manual for one of the largest utility companies in the state of Kentucky.
Paul is also experienced in not-for-profit and fiduciary taxes, having been in charge of the complete accounting and tax functions for large churches with receipts over two million dollars annually, as well as local government agencies and non-profit foundations.
In his spare time Paul teaches Sunday school and spends 4 to 6 hours a week preparing his lessons. Paul is a fan of NASCAR as well as IU basketball and Notre Dame Football. Paul’s other interests include biking, martial arts, swimming, hiking and traveling.