We believe in going beyond effective wealth management. We want to help you protect your legacy. Invest in what you love!We simplify the conversation and develop a strategy honoring your values with real, understandable financial solutions.
Your Questions, Answered
We know life can be complicated at times. We want to make it simpe for you to get the advice you need. learn more
Meet Paul Ellis
Paul is a personal advocate and provides a values-based approach focusing on high net worth wealth management. learn more
First Appointment
The discovery meeting is an essential part of our process and allows us to get to know your values. learn more
FINRA’s BrokerCheck ￫ Obtain More Information About Our Firm and Financial Professionals
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.Recent Learning Center Posts
The Four Seasons of Sustainable Wealth
If we start with a positive analogy, looking at nature and at four generation types, we can optimistically learn and appreciate the role of each…
But They’re My Parents: A Guide to Caring For Aging Parents
Developed by MFS®, in cooperation with Ceridian Corporation’s LifeWorks Services, this guide should help you answer some basic questions about eldercare. If you need further assistance, contact your investment professional. Taking on the…