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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.

Ellis Wealth Management brings 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

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Reading Corner

Three Tips for Managing a Wealth Windfall

Although the odds of winning the lottery may be stacked against you, there’s a chance you’ll receive a large – perhaps unexpected – financial windfall at some point during your life. Regardles

Leave Your Job, Leave Your Retirement Plan?

  When you leave a job – whether due to layoff or for any reason – you are often faced with a decision about your 401(k) or other retirement plans. Over time, you may be in the same position

You, Inc.: The Leap Into Self-Employment

After working for someone else, self-employment can be an exhilarating change. But it’s also fraught with potential pitfalls, including the possibility of running out of money before your new ventur