Episode 16

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Published on:

12th Mar 2025

Empowering Families Through Financial Education - Advanced Planning Series Trailer

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!

Feel free to share this Advanced Planning Series with those in your circle who are on a similar path of learning.

Takeaways:

  • Ellis Wealth Management specializes in providing comprehensive financial planning and investment management services.
  • The advanced planning series focuses on imparting financial literacy and fostering family wealth education.
  • A critical tenet of financial success is not merely earning money but retaining it effectively.
  • Knowledge and understanding of financial matters are as valuable as the assets one possesses.
  • We aim to help families align their financial decisions with their core values for long-term success.
  • Investing in human capital and nurturing family relationships is essential for overall prosperity.

In the Ellis Wealth Management Advanced Planning Series, Paul Ellis and James A. Bergeron embark on an enlightening exploration of financial literacy and its profound implications for family wealth. They introduce the concept that wealth management transcends the mere act of earning; it necessitates a strategic approach to retention and informed decision-making. We encourage our listeners to review their financial priorities and the underlying values that drive them so that they are in alignment with their long-term desires.

The Advanced Planning Series emphasizes the importance of investing in knowledge alongside financial assets, positing that the retention of wealth is as critical as its generation. Ellis and Bergeron provide actionable insights, encouraging families to engage in meaningful discussions about their financial futures, and foster an environment where financial literacy can thrive.

Believing through a focus on human capital as the ultimate investment, they challenge listeners to consider the broader implications of their financial choices. This series not only lays the groundwork for advanced financial planning but also inspires a deeper understanding of what it means to build a lasting legacy.

Invest in What You Love!

Transcript
Speaker A:

Hello, this is Paul Ellis, President and Managing Director of Ellis Wealth Management.

Speaker A:

Ellis Wealth Management is an independent financial services firm and is focused on planning, advice, coaching and investment management.

Speaker A:

My friends at Nuveen Investments have agreed to join us again for an advanced planning series.

Speaker A:

I'll be joined by my colleague James A.

Speaker A:

Bergeron.

Speaker A:

And we'll be sharing financial literacy and family wealth education designed to provide you with insight and practical action steps to help you navigate vital yet complex areas and support your family's values that are truly important to your long term success.

Speaker A:

It's been said that it's not how much money you make, it's how much you keep.

Speaker A:

This pertains not only to assets one has accumulated, but but to knowledge as well.

Speaker A:

Ellis Wealth Management and our friends at Nuveen want you to grow and keep all that you've worked for in finances and in life.

Speaker A:

So get ready as we continue our focus on the greatest investment of all, human capital and the family.

Speaker A:

And we'll continue to encourage you to invest in what you love.

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About the Podcast

EWM INSIGHTS
Ellis Wealth Management, LLC presents EWM INSIGHTS, a content-rich lifestyle podcast that goes beyond the checklists, to-do lists, and mere financial markets to celebrate HUMAN CAPITAL.
Throughout INSIGHTS we’ll talk to a variety of professionals, coaches, experts, artists, and every day people as we explore the riches that come from our collective journey.

We hope that as you listen to INSIGHTS our conversations will help you acquire more knowledge and become even more curious of the gifts that are in and all around us, while we support you to reach new heights as we grow together.

Most of all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®




Ellis Wealth Management, LLC
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Ellis Wealth Management, LLC - “Invest in What You Love!"®

About your host

Profile picture for Paul Bertrand Ellis, CIMA®

Paul Bertrand Ellis, CIMA®

Paul Bertrand Ellis, CIMA® is the Managing Director of Ellis Wealth Management, LLC

Paul is an accomplished 25 year financial industry veteran. In addition to various investment and insurance licenses, he holds certification as a Certified Investment Management Analyst (CIMA®) through Investments & Wealth Institute and the Wharton School of the University of Pennsylvania.

In his practice, Paul provides a values-based approach focusing on high net worth wealth management. Professional service and open communication make Paul a personal advocate and passionate client portfolio director.

Paul is an active member of the Investments & Wealth Institute, and member of the Mukilteo Chamber of Commerce.

His volunteer activities have included serving as Chair of the Mukilteo Chamber of Commerce, Co- Chair of the U.W Foster School of Business’ Center for Entrepreneurship and Business Development, and Past -President of the Office of Minority Affairs Friends of the Educational Opportunity Program at the University of Washington.

Paul also participates in various local community projects and initiatives.

As a graduate of the University of Washington, Paul strives to help students achieve their potential through learning and growth opportunities, and is a known engaging guest speaker.

Seattle Magazine has consistently named Paul to The Best Wealth Managers List and he has been named among America’s Most Honored Professionals by American Registry.