Through 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.