Our approach.

We are here to communicate effectively, allowing more conversation and less administrative redundancy. Our strategy centers on your stated values, simplifying the conversation to remove "Financial Jargon." We create our solutions to be understandable and real to you, freeing you from the frequently experienced confinements in the financial industry.

mukilteo ellis wealth managementThrough our proprietary process “The Essential Experience” we encircle the needs of our clients, create and maintain efficiency, and simplify lives. While others speak of partnership, we believe that it is essential to your experience. Our personal investment philosophy strives for effective risk management. To do this, we leverage: comprehensive planning, strategy, and tactical portfolio design which uses both traditional and non-traditional asset classes.

 

We want to communicate effectively, to allow more conversation time and less administrative redundancy. Our strategy centers on your stated values and simplifies the conversation to remove “Financial Jargon.” We want our solutions to be understandable and real to you, freeing you from confinements often experienced in the financial industry.
Ellis Wealth Management is headquartered in beautiful Mukilteo, Washington– 25 miles north of Seattle and Bellevue, and about 6 miles southwest of Everett. With views of the Canadian Cascades and the Olympic Mountains it is easy to see why Mukilteo placed in the top ten of Money Magazine’s top 100 small towns to live in.

 

Visit our contact page to come visit our office.

Our Approach: The Client Experience
Our-Approach-01
DISCOVER

What’s important to you?
Discovery Stage provides us an opportunity to learn from you, explore your needs and  listen to your dreams and decide hear what is most important to YOU.

We ask, we listen– allowing more conversation time and less administrative redundancy.

DEVELOP

We then develop strategies complimenting your purpose and your passion.
Together we craft a comprehensive wealth management plan – that is manageable and effective.

PLAN

Let’s look at the bigger picture, without forgetting important items that often “fall through the cracks”.
Protection, Emergency Funds, and Taxes are necessary
So are Your Short Term Goals.
We take a fresh look Legacy Planning – highlighting the signature that is your life! 

EXECUTE

We implement the agreed upon investment strategy. 

INVEST

We go beyond portfolio asset allocation.
We actively engage in follow up meetings, monitoring your portfolio strategy, coordinating your wealth management plan – TOGETHER.

We take a values based approach to wealth management.

Life is an investment –  Invest in what you love!

Our Strategies are tax efficient, cost efficient, and simple to understand. We want to help you invest in what you love.

Call Us for a Discovery Meeting today!

Why Working With Ellis Wealth Management Works

Clear Communication

In a world that bombards us with mixed messages it is important that you get the right message for the first time. 

Proactive Direction and Follow Up

Proactive advice saves time, frustration, and in some cases needless loss. We take our role as advisors seriously. 

Mirroring Your Values

We know what its like when people “get you” .  We support you and encourage real Values based investing.  Our goal is to help you and your famil