Description

Ellsworth Private Wealth Management is led by a successful team of discretionary portfolio managers with longstanding, active involvement in the financial advisory business. We hold CFP and CRPC designations, and are corporate retirement plan consultants. What sets us apart from other financial advisory practices is our comprehensive suite of wealth management services. These are optimized to handle the unique demands of the small to medium-sized business owner and corporate executive. When we make investment recommendations and manage our clients' portfolios, we consider their overall financial picture. We gauge how their current assets relate to their long-term goals, and look beyond the investment risks to the personal and timing risks. Our extensive experience and strategic partners grant us the ability to take a holistic approach in developing comprehensive financial strategies that are focused to reach our clients' goals.