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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.

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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

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Meet Paul Ellis


Paul is a personal advocate and provides a values-based approach focusing on high net worth wealth management. learn more

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First Appointment


The discovery meeting is an essential part of our process and allows us to get to know your values. learn more

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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.

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Recent Learning Center Posts

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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…

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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…

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Find out how we can help you invest in what you love. Call 425-405-7720 or Contact Us.