We help business owners and affluent families
create enduring wealth, protect and grow their legacy,
and gain time back to enjoy it.
If your financial life has gotten more complex than one advisor can manage alone, that’s exactly where we start.
✓ High-net-worth individuals and families with $1M–$50M in investable assets
✓ Business owners generating $1M+ in annual revenue
✓ Executives and professionals earning $500K+ who are paying $150K or more in taxes each year
Your CPA, Attorney, and Wealth Manager may already be excellent individually. But if no one is coordinating their advice, tracking it, or making sure it gets implemented, you’re the one paying for the gap.
EWP360 brings your CPA, estate attorney, financial advisor, insurance specialist, and business advisors into one coordinated system — led personally by Ed Kollada and backed by a named Advanced Planning Team, not an anonymous network. We meet regularly, review your complete financial picture, and coordinate implementation across your team — while you remain in full control of every decision. No product shelf. No conflicts. Ed’s only obligation is to you.
EWP Founder, Managing Director
With 30+ years across accounting, banking, investment management, and tax planning, Ed personally quarterbacks your team — coordinating every specialist, tracking every detail, and keeping your plan moving. You get one relationship, one proactive strategy, and someone accountable for making sure it actually gets done.
Ed is Managing Director/Founder of Elite Wealth Partners. Ed is known as a thought leader in the professional services industry based on his 15 years of experience owning and operating a multidisciplinary firm. Prior to joining Elite Wealth Partners, Ed worked over three decades in consulting/commercial banking/investment/private banking areas at Arthur Young, American National Bank, Lehman Brothers, The Bensman Group, American Chartered Bank, and Strategic Retirement Partners providing personal/business/investment advisory services to growing middle market companies, senior management teams and wealthy families.
With an emphasis on professional collaboration, Ed brings an entrepreneurial spirit to the team along with his experience in independent non-bias investment management, financial planning, private banking, insurance plan design, and specialty financing needs to the Elite Wealth Partners team.
Ed is a graduate of Indiana University and DePaul University (MBA). He is a Certified Public Accountant (CPA), CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®). Ed holds his Series 65 (Uniform Investment Adviser Law Examination) and state insurance licenses.*
Ed’s community involvement includes Membership/Volunteering in Chicago organizations including PAWS, Big Brothers/Big Sisters, Chicago Marathon, and Greater Chicago Food Depository. Ed resides in the Chicago area and proud dad to his two older sons, Matt and Mike. He is an avid runner, and also enjoys travel, golf, snow skiing, and a commitment to life-long learning.