Helping you achieve your financial goals for over 35 years
At Ellis Wealth Management Group we have a clear objective - to provide you with the best possible advice and implement proven strategies to build and protect your wealth.
When you work with us, we become your partners in an effort to make your financial future a success. If you're successful we're successful. We understand that you expect integrity, transparency and a process that allows you to focus on other aspects of your life. We will provide you with a clear direction that will give you peace of mind and have confidence with your strategies for years to come.
Our advice goes beyond investments. We listen to you first to find out what's most important. Then recommend specific strategies that are tailored to your goals. These strategies cover insurance, estate planning, tax minimization and cash flow management. We look at the whole picture because each area of your finances should complement the other.
"If you want to live a happy life, tie it to a goal ... "
- Albert Einstein
Together we will ensure that throughout the years you feel comfortable with every strategy we recommend and you will always know that there is a team implementing a process to help you every step of the way. You will be aligned with a team that is committed to protecting as well as building your wealth.
David W. Ellis, CFP, FCSI
Vice President & Investment Advisor
Eric Wikjord, BBA, PFP, FCSI
Investment Advisor & Financial Planner
Lori Stene, BA