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We believe in going beyond effective wealth management.

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We want to help you protect your legacy.
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Invest in What You Love!™

Your questions, answered.

We know life can be complicated at times. We want to make it simple for you to get the advice you need.

Ease of Contact

Whether you need advice for the first time, or you’re apart of our family, we want to make it easy to get in touch.

First Appointment

The discovery meeting is an essential part of our process, and allows us to get to know your values.

At Ellis Wealth Management, we bring over twenty five years of experience in wealth management. Paul Ellis holds a Certified Investment Management Analyst license (CIMA®) and is awarded for continuous professional recognition. Paul Ellis holds recognition for America's Most Honored Professional

Reading Corner

The Four Seasons of Sustainable Wealth

The traditional three generations named in the loss of private wealth are: the wealth creator, the silent “caretaking” generation, followed by the third “spending” generation.

But They’re My Parents: A Guide to Caring For Aging Parents

Most of us reach a point in life when parents, elderly relatives, or friends begin to require more of our attention and time, and sometimes, our financial support as well. Caring for or helping