About Us

Financial Guidance Built Around Your Life

Financial planning can feel complicated. Markets shift, tax laws evolve, and major life decisions often come with uncertainty. You deserve a trusted team that helps simplify those decisions and provide steady direction. That's why EAG Private Wealth Management exists.

Our roots go back to 1983. While our name has evolved over the years, our purpose has remained the same: helping individuals and families build, protect, and enjoy their wealth through thoughtful guidance and lasting relationships.

Founded by Nick Ellis Sr., our firm was built on trust, personal service, and doing what is right for every client. Today, that legacy continues through leadership that blends decades of experience with a forward-looking perspective.

What We Strive For

Our mission is to help you make smart financial decisions with clarity and confidence.

We believe financial planning should never be one-size-fits-all. Your goals, values, family, and future are unique, and your strategy should reflect that. That is why we build personalized plans designed around your specific needs, priorities, and long-term vision.

Our role goes beyond managing investments. We provide ongoing support that keeps your strategy aligned with your goals through every season of life.

Meet Our Team

Nick M. Ellis, EA

Founding Partner/ Registered Representative

For more than 35 years, Nick M. Ellis has advised and guided individuals, families, and businesses with the accumulation and preservation of wealth. Nick was born is Surrey, England and grew up in Southern California. He began his...

Nicholas R. Ellis, CDFA®

Registered Representative/Investment Advisor

As a Senior Partner and Financial Advisor at EAG Private Wealth Management, I bring over ten years of experience in the financial services industry to every client relationship I build. After graduating Cum Laude from California State...

Jeff Lewis

Registered Representative/Senior Partner

As a Senior Partner and Registered Representative at EAG Private Wealth Management, I bring more than five years of experience in the financial services industry, helping clients navigate their financial futures with greater confidence...

Our Process

A clear process helps create better outcomes. Our three-step approach is designed to keep planning simple, personal, and focused on what matters most to you.

Step 1: Discovery & Goal Setting

We begin by getting to know you. We take time to understand your current financial picture, your short- and long-term goals, your comfort with risk, and the values that shape your decisions.

Step 2: Personalized Strategy & Implementation

Using what we learn, we build a financial strategy tailored to your needs. Once the plan is in place, we help you put it into action with guidance every step of the way.

Step 3: Ongoing Monitoring & Review

Your financial plan should grow with you over time. We regularly review progress, monitor performance, and make adjustments as your goals, priorities, and market conditions evolve.

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Explore Our Knowledge Library

Explore our comprehensive suite of resources today and learn more about enhancing your financial well-being. With us, you can access valuable tools and insights that can help you achieve your financial goals.

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Articles

Explore insights on financial planning, retirement strategies, tax considerations, and wealth management. Our articles are desgined to help you better understand the financial decisions that shape your future.

Events

Stay tuned for future educational events where we'll share insights on financial planning, retirement strategies, and other important wealth topics.

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Ready To Get Started?

Schedule an appointment with the experienced professionals at EAG Private Wealth Management and take the first step toward a clear financial roadmap for you and your loved ones.

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