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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
 
 
Tax Planning & Preparation
  • Work with your tax advisor in reviewing your income/asset levels and personal/family needs to reduce or defer taxes
  • Initiates tax-efficient investing
  • Facilitate preparation of income tax, gift tax and estate tax returns
  • File trust returns and mail Schedule K-1 to beneficiaries
  • Review gifting advantages
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of any particular prospective client, nor is it intended as legal advice. Please see our disclaimer for more information.
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