Our Approach To Wealth Management
We are here to communicate effectively, allowing more conversation and less administrative redundancy. Our strategy centers on your stated values, simplifying the conversation to remove “Financial Jargon.” We create our solutions to be understandable and real to you, freeing you from the frequently experienced confinements in the financial industry.
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.
Call 425-405-7720 or contact us to discuss your wealth management options.
Our Approach: The Client Experience
- What’s important to you?
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.
- We then develop strategies complimenting your purpose and your passion. Together we craft a comprehensive wealth management plan – that is manageable and effective.
- 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!
- We implement the agreed upon investment strategy.
Our Strategies are tax efficient, cost efficient, and simple to understand. We want to help you invest in what you love.
- ❤ INVEST
- 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!
Why Working With Ellis Wealth Management Works
In a world that bombards us with mixed messages it is important that you get the right message for the first time.
Proactive Direction & Follow Up
Proactive advice saves time, frustration, and in some cases needless loss. We take our role as advisers seriously.
Mirroring Your Values
We know what its like when people “get you”. Our goal is to help you and your family to invest in what you love!