Michael S Ellis, CPA
Wealth Management Advisor


Ellis Wealth Management

Integrity, Passion, Excellence

 

A Message from Michael S. Ellis

My practice as a Wealth Management Advisor involves working with individuals, families, retirees and business owners. The relationships we have with our clients enable us to provide you with the guidance to make smart decisions about your money.

With individuals and families, my focus is financial security from investments, insurance and estate planning. When working with business owners, we focus on 401(k) plans, group benefits and business succession planning.  As a CPA and CFO, I am well versed in group benefits and retirement plans from a buyer’s prospective.

Whether you are concerned for your own financial needs or those of your family or your business, I can help you identify your needs and provide complementary solutions.

     -Mike                       


Planning for Financial Security with Northwestern Mutual

Watch this short video to learn how Northwestern Mutual's comprehensive approach to personalized financial planning can help you achieve the future you envision. 


The Business Corner  

If you own or operate a business, Michael S. Ellis recommends the following articles:

Click here for additional resources. 

Business Markets Stratey map 

With a focused expertise on the business owner, Michael S. Ellis can provide guidance for any stage of your business:


The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, Michael S. Ellis and his team provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

 

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

The economic recovery and what it means for you. Hear the insights from our leadership.

Watch the video. The leaders of Northwestern Mutual share their insights on the economy, monetary policy, the markets, managing financial risks, and what it all means for your finances. 

How to Manage Debt If You Lost Income During COVID-19

Use these strategies to help keep yourself in the best financial position possible during this unsettled time. Read more.

The Conversations Couples Should Have Before Retirement

Here are some questions about what you’re expecting for your golden years to review with your partner to make sure you’re on the same page. Read more.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck