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, and the coming together of an 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.
 
 
 Products and Services
 

  •   Advisory Investment Management Services

  •   Business Planning Services

  •   College Planning Services

  •   Estate Planning Services*                                     

  •   Fixed-Income Products

  •   Municipal Bonds

  •   Trust Services**

  •   Portfolio Management

  •   Annuities**

  •   Certificates of Deposit

  •   Equities

  •   Investment Planning Services

  •   IRA’s / Retirement Plans

  •   Priority Client Services

  •   401 (k) Services

  •   Retirement Income Planning

 

* 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.
** Products/services are offered through affiliates of Wells Fargo & Company.