ABOUT US

Wealth is more than an investment portfolio. It is assets, intangible as well as tangible, emotional as well as physical, accumulated over time, perhaps generations.
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Elite Life Management provides a wide range of wealth services to individuals, businesses and nonprofits. We are a member of the HBK family of professional service companies, a 70-year-old financial services firm with professionals working locally from offices in Pennsylvania, Ohio, New Jersey, New York and Florida.
We know you have options. The landscape is crowded with individuals calling themselves “financial advisors.” Elite Life Management advisors distinguish themselves by the characteristics that are most important to you as an investor and provide services that help you achieve your investment objectives.
Sarasota’s Jeremy Shelby and his Elite Life Management team have joined the HBKS Wealth Advisors family of financial professionals: locally-focused financial solutions from one of the nation’s largest and most capable Registered Investment Advisories.
Elite Life Management serves high performers with elite careers—athletes, doctors, executives, and business owners—with customized resources, strategies, and solutions that stretch far beyond the portfolio.

HBKS Wealth Advisors is rated a “Top Registered Investment Advisor” by Financial Advisor Magazine, July 2021; a “CNBC FA 100” by CNBC, October 2021; and among the “Top 100 Registered Investment Advisors” by Barron’s Magazine, September 2021. HBKS is a subsidiary of HBK CPAs & Consultants, a “2021 Best Tax & Accounting Firms” by Forbes Magazine and a “2022 Top 100 Firm” by Accounting Today.