Ellisor Wealth Management, A Private Wealth Advisory Practice

Today, we celebrate the hard work, dedication and perseverance that shape our lives in meaningful ways every day.

Wishing you a relaxing and well-earned Labor Day!

One day, you’re celebrating the start of a new job. Then you blink and you’re toasting to your retirement. Let’s review your retirement savings and make sure you’re on-track.

We had a great time with friends while helping families in our community through Feeding Northeast Florida! We sorted 4,405 pounds of food which equated to 3,666 meals to feed those in need. Another opportunity coming in November for anyone who'd like to join us!!

Volunteers are essential to hunger relief nonprofits. Every hour spent, every box packed, every meal delivered helps end hunger in our communities. Please join us volunteering at Feeding Northeast Florida on Friday Jul 31 for the Ameriprise Day of Service. Reach out to Wendy at our office for more details. 904-332-0492

While no one can predict the future, we can work together to help protect you from unexpected events. Reach out to schedule a meeting.

Happy Father’s Day to the dads, grandfathers, and father figures who lead with care, strength, and support. Wishing you a day of appreciation and time well spent with those who matter most.

What are you doing today to prepare for your goals for tomorrow? Let’s talk about what’s most important to you and how we can partner to prepare for your future goals.