Home | Elite Financial Management

Investment Strategies

Risk-efficient solutions for every stage of life

Tax-Efficient Strategies

It’s not what you make, it’s what you keep.

Estate Strategies

Creating a legacy for the next generation

"If you fail to plan you plan to fail"

Our Four-Step Process

Every action we take is based on our data-driven, 4-step process.

Assess

As we listen to you, we learn about your objectives, your perspective on risk and your liquidity needs.

Create

Using the details you have confided in us and our access to high-quality research and analysis, we narrow down a selection of investments and an allocation tailored to your financial life.

Implement

Once you have approved the plan, we put it into action by choosing investment vehicle types and services uniquely suited to your needs, goals and risk tolerance.

Manage

After establishing your plan, we continue to provide ongoing support.

You Deserve Your Own Financial Strategy

You Deserve Your Own Financial Strategy

No two people are the same, so why would you want someone else's financial strategy? After all, with different careers, life path, and goals, you need advice tailored to your situation. That's why we seek to simplify the complex, while also providing a level of service rarely seen in the financial industry.

Ready to get started? We are ready to help.

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Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

Investment Challenges of the Affluent Investor

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

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Risk Perspective

Risk Perspective

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

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Exit Strategies of the Rich and Famous

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

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Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Your Elite Team

Bruce Lewin

Bruce Lewin

President – EFM, Senior Financial Advisor - RJFS

Keith O'Keefe

Keith O'Keefe

Senior Financial Advisor - RJFS

Kibb King

Kibb King

Branch Manager – RJFS Senior Financial Advisor – RJFS

Chris McNeal

Chris McNeal

Director of Business Development – EFM Financial Advisor — RJFS

Todd Pace

Todd Pace

Financial Advisor - RJFS

Becky Sharkey

Becky Sharkey

Administrative Assistant

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