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Ellis Management Services Image of two people sitting and holding hands
Personal & Collaborative Advisement
Wealth Management and Investment Advisor Services
portfolio Management Services
Trust & Estate Admin
Retirement Planning
Family Financial Services
Tax Planning
Our People

Muskegon Location
221 West Webster Ave.,
Suite 400
Muskegon, MI 49440
Phone: 231.728.2406
Fax: 231.728.0177

Grand Rapids Location
161 Ottawa Ave. NW,
Suite 200-G
Grand Rapids, MI 49503
Phone: 616.742.0557
Fax: 616.988.4744
 
 
Family Financial Services
  • Prepare a working financial plan
  • Facilitate estate planning with your advisory team
  • Provide financial education for younger generations
  • Maintain summary of financial documents—location & status
  • Assist with trust funding
Bill Paying & Cash Flow
  • Prepare a periodic statement showing cash inflows and outflows
  • Create a net worth statement
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