

Wealth Management
Protect Your Wealth
We often talk about protecting your purpose, no matter what that purpose is. Often, it will take a level of wealth management to ensure you meet your goals. We do that through Ellerbrock-Norris Wealth Strategies.
If your purpose is generosity, ENWS can create a wealth management plan that helps you give efficiently. If your purpose is spending time with family, family vacations or early retirement will be a focal point of your plan. If your purpose is to leave a legacy, your wealth management plan will likely include efficient ways to transfer wealth to the next generation.
Your purpose and your wealth go hand-in-hand. And while insurance or business planning can help protect your assets today – a strong wealth management plan and a trusted financial advisor can help protect your wealth for a lifetime and beyond.

Financial Planning
A financial plan is about your goals. What are we going to celebrate in one year? Five years? 20 years? Ellerbrock-Norris Wealth Strategies will sit down with you to map out your goals and align your financial plan to help you pursue those goals.
Investment Management
The backbone of any financial plan is often investment management. With thousands of investment options out there, you need to ensure your money is working toward your goals, regardless of if it’s held in a 401(k), IRA, brokerage account or sitting in the bank.


Tax Efficiency Planning
Tax preparation and tax planning are very different things. Your CPA is likely helping you get the best tax breaks for the year ahead, while a financial advisor is going to help you think about the long-term ROI of your tax situation. We work directly with your CPA to ensure your tax situation aligns with your end goals.
Fee Transparency
When you work with a financial advisor, you’re being charged a fee. For some, that’s a flat monthly fee. For others, you’re paying a percentage of the assets being managed. With Ellerbrock-Norris Wealth Strategies, you’ll always understand the fees you pay and the value you are receiving for those fees.

What is Ellerbrock-Norris Wealth Strategies?
Nothing presented herein is intended to be personalized investment, tax, legal, accounting, or any other professional advice, or should be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or other financial product or investment strategy. Investing involves risk that you as an investor should be prepared to bear. Any client testimonials included herein may not necessarily reflect the experiences or opinions of all clients.
What is Ellerbrock-Norris Wealth Strategies?
Ellerbrock-Norris Wealth Strategies is a registered investment adviser and subsidiary of Ellerbrock-Norris. ENWS is an RIA that specializes in helping clients in financial planning, wealth management, business exit planning and more.
Nothing presented herein is intended to be personalized investment, tax, legal, accounting, or any other professional advice, or should be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or other financial product or investment strategy. Investing involves risk that you as an investor should be prepared to bear. Any client testimonials included herein may not necessarily reflect the experiences or opinions of all clients.

Your Life. Our Mission.
Learn how we use a holistic approach to protecting what's most important to you – from the things that you own to the life that you've built.
Get Started Today
Protect Your Purpose today. Simply fill out the form below and we'll reach out to start your risk management plan.