Whitlock Ellis Wealth Management
Through the years, the investment and service principles of Whitlock Ellis Wealth Management have helped successful individuals and families reach their retirement goals, fund their children’s educations, and develop and build their life plans.
As you walk through our doors, you will find yourself in a place where your goals become our goals and we walk with you on the path to achieving your dreams. We believe Whitlock Ellis Wealth Management is truly a new era in managing wealth. We cherish the history we have built here in our community and the relationships we continue to build along the way.
With over 70 years of combined experience as Financial Advisors, the Whitlock Ellis Tem has helped individuals, Families, and small businesses reach their retirement goals, plan for children's educations, and develop their financial plans. With the coming together of a strong financial team, never have our strengths run so deep or our commitments run so far. We would like the opportunity to meet with you and find out if we can be of service in obtaining your dreams.
We have experience in the following areas:
- Advisory Investment Management Services
- Business Plannin Services
- College Planning Services
- Estate Planning Services*
- Fixed-income Products
- Municipal Bonds
- Trusts Services**
- Portfolio Management
- Certificates of Deposit
- Investment Planning Services
- IRA's / Retirement Plans
- Priority Client Services
- 401(k) Services
- Retirement Income Planning
Advisory programs may not be appropriate for all clients. Priority Credit Line is offered by Wells Fargo Advisors and lending and margin accounts are carried by Wells Fargo Clearing Services, LLC (WFCS). Wells Fargo Advisors is a trade name used by WFCS and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company.
*Whitlock Ellis Wealth Management and Wells Fargo Advisors Financial Network, LLC do not provide tax or legal advice. Please consult with your tax and legal advisors before taking any action that may have tax consequences.
**Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors.
***Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.