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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

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

Nick M. Ellis, EA

Founding Partner/ Registered Representative

Bringing more than 42 years of experience in retirement, tax, and wealth planning, with a long-standing commitment to helping individuals and families navigate life’s financial transitions with confidence.

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Nicholas R. Ellis, CDFA®

Nicholas R. Ellis, CDFA®

Registered Representative/Investment Advisor

Helping clients navigate retirement planning, wealth management, and long-term financial decisions with practical strategies and personalized guidance built around their goals and values.

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Jeff Lewis

Jeff Lewis

Registered Representative/Senior Partner

Focused on helping clients protect what they have built, navigate important financial decisions with confidence, and create strategies that support long-term security and peace of mind.

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Arron Miller, MBA

Arron Miller, MBA

Registered Representative/Investment Advisor

Bringing more than 20 years of leadership and analytical experience to helping clients build practical financial strategies focused on retirement planning, pension analysis, and long-term wealth building.

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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.

Resources
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

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.

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Events

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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Contact Us
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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