Bio: Ed is Founder of EliteWealthPartners We provide personal/business/investment advisory services to growing middle market companies and wealthy families

Bio: Phil specializes in CPA Firm Growth & leads Whitman Transition Advisors - the single largest advisory organization for CPA firms in the Nation.

Bio: I introduce two unique tax saving strategies that help HNW clients by maximizing income tax deductions and tax deferral growth.

Bio: Passionate, fun loving advisor, entrepreneur, innovator.