Ellish Wealth Management

To achieve your financial goals and preserve your assets — today and tomorrow, it’s important to prepare for the unexpected. In our practice, we use our exclusive Confident Retirement® approach to recommend balanced and personalized asset and risk management strategies. Whether health, life, disability, income or long-term care insurance, we suggest solutions and coverage levels to suit you and your needs. Whatever life sends your way, you’ll feel better knowing you are protecting yourself and your loved ones.


Advisors

Jeffrey Ellish

Jeffrey Ellish

CFP®, CMFC®, AAMS®, CRPC®, ChFC®

Private Wealth Advisor

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Jennifer Herl

Jennifer Herl

Financial Advisor

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Team

Jessica Hegedus

Jessica Hegedus

Client Service Specialist,

Marketing Specialist