Good enough that no one questions why the CPA’s plan, the attorney’s plan, and the advisor’s plan don’t add up to one plan.
They’re not incompetent. They’re just not talking to each other.
You’re the only one who ever sees all three at once — and it’s costing you the two things you can’t get back: your time, and the wealth that slips through gaps nobody was ever positioned to catch.
The failure isn’t bad advice. It’s good advice that never talks to the other good advice. A tax strategy engineered in isolation. A trust drafted without anyone checking what it would do to the tax strategy. A portfolio built without either. Each piece defensible on its own. The whole thing quietly bleeding time and wealth nobody can trace back to a single bad decision — because there wasn’t one.
That’s not a competence problem. It’s a structural one. No CPA is paid to think about your trust. No attorney is paid to think about your portfolio. Every advisor optimizes their own lane and calls the job done — and the client is left holding three excellent, disconnected plans, spending their own time trying to catch what three professionals, each doing their job correctly, all missed.
EWP360 exists to be the job nobody else is doing: accountable for the whole picture, not a slice of it. A named Advanced Planning Team, backed by a Fractional Family Office Team of 65+ vetted specialists, so when a gap surfaces between the CPA’s plan and the attorney’s plan, it doesn’t wait for next year’s review. Someone with the right expertise is already there to close it.
The structure behind the promise. One team, accountable for the whole picture — backed by the specialists to act on it.
Most advisory relationships are built around a single discipline — a CPA who handles taxes, an attorney who handles documents, a wealth manager who handles a portfolio. Each does good work in isolation. What’s missing is someone accountable for how the pieces fit together.
That’s the gap EWP360 was built to close. We run a structured coordination process — Diagnostic, Prioritization, Education, Implementation, Review — backed by a Fractional Family Office Team of 65+ vetted specialists, so tax strategy, legal work, and wealth decisions get made with the same information, at the same time.
That’s the role EWP360 plays.
You work with Ed Kollada and a consistent Advanced Planning Team — not a call center or a rotating point of contact.
No product shelf. No conflicts. Ed's only obligation is to you.
Coordination doesn't stop at implementation. We revisit the plan as your life and your team change.
65+ vetted specialists on call across every discipline — not a list of names you have to vet yourself when something comes up.
Ed founded Elite Wealth Partners after more than three decades in accounting, banking, investment management, and advanced tax strategy — including roles at Arthur Young, Lehman Brothers, American National Bank, Strategic Retirement Partners, and FourStar Wealth Advisors, working with growing middle-market companies and high-net-worth families. He also had successful exits from The Business Development Group and American Chartered Bank.
That range of experience — starting in accounting, holding senior leadership roles in banking, running his own firms, advising business owners through complex transactions, and managing investments — is exactly what makes Ed effective at leading a coordinated advisory team today. He’s sat on every side of the table: as the accountant reading the numbers, the advisor giving counsel, and the owner making the calls. That perspective is why CPAs, attorneys, and specialists work well under his direction — he knows how each discipline thinks, where their advice typically stops short, and how to translate a tax strategy, a legal structure, and an investment decision into one coherent plan instead of three separate conversations. For business owners and high-net-worth families, that means a single point of accountability overseeing a team built to get results, not just deliver opinions.
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.
Ian Welham began his career qualifying in the UK as a Chartered Accountant with Ernst & Young. He then left public practice and became CFO of a Barcelona-based publicly traded company. Subsequently, Ian held CEO and COO positions in Hong Kong, The Netherlands, Belgium, and the US.
In 2016 he co-founded HaydenRock Solutions working hands-on with CPA firms to help them become 21st-century accountants.
Following the merger of Elite Resource Team and HaydenRock in 2020, Ian now focuses on building relationships with Elite members and providing them coaching services to help them Maximize Business Potential and become the Most Relevant Advisor to their clients.
He resides in New Jersey with his wife, Linda. They have twin daughters. He is a devoted Manchester United “football” fan and an avid golfer.
Tracy Miller began her career after attending San Diego State University, where she received her Bachelor’s Degree in Kinesiology. She later received her Masters in Health and Wellness Psychology from the University of the Rockies.
She has worked within several settings in the health and wellness space, notably an Integrated Physical Medicine office, where she managed and oversaw the day-to-day operations of the office and helped to open a second office from the ground up. This integrated approach (Medical doctors, chiropractors, physical therapists, exercise specialists, and massage therapists) compliments what Elite Resource Team has built: a collaborative one-stop shop. In this industry, financial advisors, accountants, and the Virtual Family Office work together to investigate personal needs/problems and to provide a solution full of value to the client.
Tracy has taken her past experiences and evolved into her position as the VFO Liaison. All the roles she has held have been client/people-forward, and she has helped to guide, diffuse situations, and investigate to problem-solve, which she continues to excel in at Elite.
She currently lives in Pasadena, CA. Outside of work, Tracy is a Yoga teacher (loves to teach and take classes), avid baker and cook, and enjoys a good book.
