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.[/vc_column_text][/vc_column][/vc_row][vc_row][vc_column width=”1/1″][vc_empty_space height=”32px”][vc_column_text]
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.[/sh_toggle][sh_toggle title=”DEVELOP” icon=”0″ first=”False” last=”true” acc_style=”colored”]We then develop strategies complimenting your purpose and your passion.
Together we craft a comprehensive wealth management plan – that is manageable and effective.[/sh_toggle][sh_toggle title=”PLAN” icon=”0″ first=”False” last=”true” acc_style=”colored”]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! [/sh_toggle][sh_toggle title=”EXECUTE” icon=”0″ first=”False” last=”true” acc_style=”colored”]We implement the agreed upon investment strategy. [/sh_toggle][sh_toggle title=”INVEST” icon=”fa fa-heart” first=”False” last=”true” acc_style=”colored”]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![/sh_toggle][/vc_column][vc_column width=”1/2″][sh_about_box desc=”Our Strategies are tax efficient, cost efficient, and simple to understand. We want to help you invest in what you love.” btn_txt=”Call Us for a Discovery Meeting today!” img=”3676″][/vc_column][/vc_row][vc_row][vc_column width=”1/1″][sh_services_3 title=”Why Working With Ellis Wealth Management Works” cat=”34″ sort=”date” linked=”yes”][/vc_column][/vc_row][vc_row][vc_column width=”1/1″][vc_empty_space height=”42px”][vc_column_text]