PLEASE NOTE: As part of the recommended COVID-19 safety precautions Ellerbrock-Norris will be operating as a fully remote team starting 3/18/2020.
All team members will be available via email during this time. You can find team member email addresses on the Our Team page as needed.

Wealth strategies

your life. your goals. our focus

Wealth strategies

We often discover an absence of valuable advice with how clients are engaging their current advisory team. From our experience, we realized there was a tremendous need to close the gap between the conflicted investment brokerage industry and an archaic insurance industry.

Today, we practice a dynamic planning approach to wealth management. Our approach is more than just investing or planning. We strive to help our clients understand how money is a powerful tool to live their lives.

We help answer their questions that really matter like, will I be ok financially or can I live how I want to live. This often starts with our team helping our clients express how they want to live, so we can make sure they have the funds and guide them to be better protected from life’s unanticipated risks.

Ellerbrock-Norris Wealth Strategies was built with a unique set of beliefs and ideas. Our philosophy empowers us to provide an experience beyond managing money and investments. We are a fee based, fiduciary Registered Investment Advisor legally required to put our client’s interests first.

You have one life to live. Let us give you the peace of mind you’re on track.

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Ellerbrock-Norris Agency Inc. DBA, Ellerbrock-Norris does not directly provide investment advice or investment management. The insurance agents employed by Ellerbrock-Norris Agency, Inc. are not registered investment advisors or licensed to sell investments. Investment advice is provided by Ellerbrock-Norris Wealth Strategies, a registered investment adviser, which is owned by Ellerbrock-Norris Agency, Inc..

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