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ELLIS WEALTH MANAGEMENT


MIKE ELLIS


WEALTH MANAGEMENT ADVISOR|CPA

COMPREHENSIVE FINANCIAL PLANNING AND ADVISORY SERVICES FOR INDIVIDUALS,
FAMILIES, AND BUSINESSES

804-762-7070

3901 Westerre Pkwy, Ste 300, Richmond, VA 23233

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WHAT WE DO

Our practice as a Wealth Management Company 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, our 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.  With Mike's
background as a CPA and CFO, we are 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, we can help you identify your needs and provide complementary
solutions.




FINANCIAL PLANNING

Our financial planning conversations don't begin with your finances. Instead we
start with you - your life, your family, your priorities, and goals. Once we
have your big picture in focus, we'll tailor a plan from a range of financial
options using multiple strategies designed specifically to help get you to where
you want to be.




INVESTMENTS: INVEST IN YOUR BEST LIFE.

With more ways to invest than ever before, it can be hard to make sure your
money is working its hardest for you. We focus on long-term investment
strategies to give you more confidence and help make sure that the growth
potential and management of your money isn't left to chance.


ADVISORY PROGRAMS

When you're looking for hands-on investment advice and ongoing portfolio
oversight, we'll guide you through the investment process and choose one of our
Signature Advisory Programs that's right for you.Find out more




BROKERAGE SERVICES

You'll have access to investment vehicles to help build your ideal portfolio—no
matter your goals or life stage. Plus, we'll help you navigate your choices and
connect you to the right investments to help take you where you want to go.Find
out more




THE NORTHWESTERN MUTUAL DIFFERENCE




NO. 1



Best Life Insurance Company for consumer experience, 20231




TOP 5



We're one of the Top U.S. Independent Investment Broker-Dealers.2




$7.3B



In dividends expected to be paid to policyowners in 2024.3




A++



AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded
to life insurers from all four major rating agencies.4




BOOST YOUR FINANCIAL KNOWLEDGE.



article




WHAT CAN MILLIONAIRES TEACH US ABOUT FINANCIAL PLANNING?

Learn more

article




WHAT IS FINAL EXPENSE INSURANCE?

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article




HOW TO CHOOSE A WEALTH MANAGER

Learn more


MIKE ELLIS, WEALTH MANAGEMENT ADVISOR - RICHMOND, VA 23233 FOOTER


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1©2017-2024 and TM, NerdWallet, Inc. All Rights Reserved.

2Ranking for Northwestern Mutual Investment Services, LLC. Measured by 2022
revenue. Sources: Financial Advisor and InvestmentNews, May 2023, Financial
Planning, May 2023.

3Dividends are reviewed annually and are not guaranteed. Some policies may not
receive dividends in a particular year or years even while other policies
receive dividends. For universal life products, in lieu of dividends, experience
is reflected through changes to nonguaranteed charges and credits.

4Northwestern 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), 8/23; Fitch Ratings, AAA (highest), 8/23; Moody's
Investors Service, Aaa (highest), 11/23; S&P Global Ratings, AA+ (second
highest), 5/23. Third-party ratings are subject to change. Ratings are for The
Northwestern Mutual Life Insurance Company and Northwestern Long Term Care
Insurance Company.


MIKE ELLIS


WEALTH MANAGEMENT ADVISOR


CPA

Let's connect


 * HOME

 * ABOUT ME

 * OUR TEAM

 * PLANNING

 * PRODUCTS & SERVICES

 * RESOURCES

 * CONTACT ME

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804-762-7070

3901 Westerre Pkwy, Ste 300, Richmond, VA 23233



Download our app for fast, easy, and secure access to your accounts and
more—anytime, anywhere.

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To learn more about our products and services, visit NorthwesternMutual.com.

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

Visit our Client Relationship Summaries (Form CRS) which provide brief
information about our firms that provide brokerage services and advisory
services.

Apple and the Apple logo are trademarks of Apple Inc

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Legal Notice|Online Privacy Statement|Customer Privacy Notice|Third Party
Links|Do Not Sell or Share My Personal InformationSecurities and Mutual Fund
orders can only be placed by phone or in person. We will not process orders sent
electronically, including but not limited to, communications sent via the
Internet, mobile and cellular technologies, and electronic mail. Also,
communications transmitted by you electronically represents your consent to
two-way communication by electronic means. If you receive communications in
error, please contact the sender and delete the material from any electronic
means on which it exists.

© 2024 The Northwestern Mutual Life Insurance Company. All rights reserved. 720
East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797 - (414) 271-1444.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life
Insurance Company (NM) (life and disability Insurance, annuities, and life
insurance with long-term care benefits) and its subsidiaries, including
Northwestern Long Term Care Insurance Company (NLTC) (long-term care insurance),
Northwestern Mutual Investment Services, LLC (NMIS) (investment brokerage
services), a registered investment adviser, broker-dealer, and member of FINRA
and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (investment
advisory and trust services), a federal savings bank. NM and its subsidiaries
are in Milwaukee, WI.

Michael Stewart Ellis uses Ellis Wealth Management as a marketing name for doing
business as a representative of Northwestern Mutual. Ellis Wealth Management is
not a registered investment adviser, broker-dealer, insurance agency or federal
savings bank. Michael Stewart Ellis is an Insurance Agent of NM. Michael Stewart
Ellis is an Agent of NLTC. Investment brokerage services provided by Michael
Stewart Ellis as a Registered Representative of NMIS. Investment advisory
services provided by Michael Stewart Ellis as an Advisor of NMWMC.

The products and services referenced are offered and sold only by appropriately
appointed and licensed entities and financial advisors and representatives.
Financial advisors and representatives and their staff might not represent all
entities shown or provide all the products or services discussed on this
website. Not all products and services are available in all states. Not all
Northwestern Mutual representatives are advisors. Only those representatives
with "Advisor" in their title or who otherwise disclose their status as an
advisor of NMWMC are credentialed as NMWMC representatives to provide investment
advisory services.

Depending on the products and/or services being recommended or considered, refer
to the appropriate disclosure brochure for important information on the
Northwestern Mutual Wealth Management Company, its services, fees and conflicts
of interest before investing. To obtain a copy of one or more of these
brochures, contact your representative.

Michael Stewart Ellis is primarily licensed in VA and may be licensed in other
states.

Michael Stewart Ellis CA License: 0J22251




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