Indian American Business Association

At Elite Wealth by Roma, we believe wealth is not just about accumulation; it is about strategy, protection, and legacy.

Founded by Roma Pithadiya, a Top-of-the-Table level financial adviser, CEO, international speaker, and author of Million Dollar Immigrant, the firm blends world-class expertise with a refined, concierge-style client experience. With more than 20 years of industry leadership, we are a premier wealth advisory platform dedicated to elevating the financial confidence, clarity, and legacy of high-achieving individuals, and businesses .Owners and families build, protect, and transfer wealth efficiently through sophisticated financial strategies.

Our philosophy is simple: when people understand money, they make decisions that can change their future.

Elite Wealth by Roma was built from Roma’s own immigrant-to-CEO journey, arriving in the U.S. with nothing, rebuilding life during a recession, and rising to become one of the most trusted financial strategists in the country. That lived experience fuels our mission to serve first-generation earners, hardworking families, and business owners who carry the weight of their family’s future on their shoulders.

We specialize in:

• Tax-free retirement strategies
• Income protection and wealth preservation
• Legacy and Generational Wealth Planning
• Business owner and executive financial strategies
• Community-focused financial education

At Elite Wealth by Roma, clients don’t just receive a plan; they receive a partnership. designed to protect their today and elevate their tomorrow.

Our Mission

Elite Wealth by Roma empowers families, women, professionals, and businesses. owners with clear, protection-focused financial strategies that build confidence, secure income, and create lasting generational wealth. Rooted in Roma’s immigrant-to-CEO journey, the firm delivers transparent, culturally relevant guidance designed to elevate lives, strengthen families, and build legacies that endure.