Elite Wealth Management of Summerville

Elite Wealth Management is a Wealth Management Firm in Summerville, SC. It is a Veteran owned Financial Planning practice focused on investment management. The firm serves individuals, families, entrepreneurs, and small business owners. It holds a rating of 5.0 based on 22 reviews.

Jacob Dalton is the owner and has been in the financial sector since 2014. He holds Series 6, Series 63, Series 65, and a life health insurance license. He is an Accredited Portfolio Management Advisor (APMA®) and a Chartered Retirement Planning Counselor (CRPC®). He serves as a Senior Drill Sergeant in the United States Army Reserve. Kevin is a Retired Army Field Artillery Major and Financial Planner. Brian graduated from West Virginia University with a degree in Finance and specializes in holistic financial planning and retirement preparation. Elliott Chase is a Delaware native with a degree in International Business. He holds the Chartered Retirement Planning Counselor (CRPC®) designation, Series 7, and Series 66.

The firm offers guidance on 401(k), 403(b), SEP, SIMPLE IRA, IRA, Roth IRA, Brokerage Accounts, NQDP, and Profit Sharing Plans. It provides Life Insurance, including Whole Life, Universal Life, Term, and Variable options, as well as Disability Insurance, Disability Overhead Insurance, Annuities, and Employee Benefits. The firm assists with business planning solutions for LLC, LP, DP, S-Corp, and C-Corp structures. It also educates clients on long-term care strategies and asset protection.

The firm’s team combines financial expertise with military leadership. Professionals bring diverse backgrounds in finance, insurance, and service to help clients build confidence and clarity.

Elite Wealth Management delivers tailored financial solutions in Summerville, SC.

Elite Wealth Management achieves a Discoverability score of 100 out of 100, ensuring AI crawlers can access every page of the website so the business can be recommended by AI assistants. The firm holds a Technical score of 84 out of 100, confirming the site is secure and easily read by search engines. Additionally, the business ranks number 2 of 4 Wealth Management Firm businesses that BizScoreAI has scored in Summerville.