FAQ’s

What Services Does Your Firm Provide?

Ellis Wealth Management provides discretionary and advisory investment management. Additionally advisory services are available for Corporate and Personal accounts, Retirement accounts, Trusts, Special Needs, Real Estate , Business Continuity, Exit Planning and Family Meetings. A values based approach is combined with imaginative holistic based scenarios to provide
risk management models that reflect real world choices and dynamic outcomes. And with a network of professionals that span the breadth of the industry, whether your needs are Tall or Small we have the resources to assist you with your needs.

How Often Will You Contact Me?

Client contact is very important to us. However every client has different needs and preferences. We will tailor your communication to your style – your way!

What Licenses or other Certifications Do You Have?

In addition to various investment and insurance licenses Paul Ellis holds certification as a Certified Investment Management Analyst (CIMA) designation which belongs to an elite few in the investment profession. Awarded by the Investment Management Consultants Association, it represents a high level of credibility, integrity, and most importantly, knowledge. CIMA designees must succeed in a rigorous academic program offered only through the prestigious Wharton School of the University of Pennsylvania, and maintain their credential through extensive continuing education.