About Us

Building on Four Decades of Excellence

EAG Private Wealth Management has deep roots that extend back to 1983, though our firm has evolved through several name changes over the decades. As of 2025, we proudly operate under the EAG Private Wealth Management banner, representing our commitment to growth and innovation while honoring our established foundation. Founded by Nick Ellis Sr., our firm has built a legacy of trusted financial guidance and client-focused service. Our leadership combines Nick Ellis Sr.'s decades of experience with Nicholas Ellis Jr. and Jeff Lewis’s fresh perspectives on investment strategy, creating a dynamic approach that benefits every client we serve.

What We Strive For

Our mission is to empower individuals at every life stage with personalized, innovative wealth management strategies that foster financial independence, growth, and peace of mind for generations to come. We believe that every client deserves a financial plan that is uniquely theirs, which is why we create customized financial plans and strategies based on each individual's specific situation, goals, and dreams. Our commitment extends beyond simple investment management to comprehensive wealth stewardship that adapts and grows with our clients throughout their financial journey.

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 over five years of experience in the financial services industry to help clients navigate their financial futures. After graduating from...

Cassie Ellis

Operations

A Look Into
Our Process

Our proven three-step process ensures that every client receives comprehensive, personalized service tailored to their unique financial situation:

Step 1 - Fact Finding & Goal Setting:

We begin every relationship with a thorough discovery process, taking the time to understand your current financial situation, your short and long-term goals, your risk tolerance, and your values.

Step 2 - Implementation

Based on the insights gathered during our discovery process, we develop and implement a customized financial strategy designed specifically for your needs.

Step 3 - Monitoring & Review

Your financial plan is not a static document. We continuously monitor your progress, review your portfolio performance, and adjust strategies as your life circumstances change or 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 our experienced financial professionals to start building a roadmap towards financial security and prosperity for you and your loved ones.

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