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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.

Our Process Request Consult

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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

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

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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…


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