National Wealth Management is an independent advisory firm that works with affluent families and business owners who live a modest lifestyle and prioritize investing in their communities. Helping you reach your potential is the engine behind everything they do. They take time to listen, learn, and grow, giving you the power to plan for your future. Their financial advisor, Todd Ellis, has been guiding clients for almost 30 years, and he is described as smart, practical, long-sighted, compassionate, and funny. He understands the unique needs of his clients, including clergy couples, and helps them achieve their financial goals. The National Wealth Management team, including Joel Klaus, provides constant support and exceptional service to their clients. Clients express gratitude for the guidance, education, and confidence they receive from Todd Ellis and the National Wealth Management team.
Todd Ellis has been our financial advisor for 15 years and he has listen to what our future goals were and helped/guided us through out the process and kept us on track, so that our goals became a reality. We thanks you.
September 2024
Todd Ellis at National Wealth Management has helped me tremendously with all my financial questions. His advice on investments and managing them for me have given me great peace of mind. I highly recommend Todd Ellis and the National Wealth Management team.
April 2024
I am so pleased with the help, guidance and 'education' I have received from Todd Ellis and the National Wealth team. I am learning a lot and, also, confident and relieved that I have a financial advisor who is watching out for my best interests.
