Why we do what we do
I'm Marvin Ellis, CPFA, ChFC® and I want to help you make smart decisions during complex financial transitions.
Wasatch Wealth is a family business that cares about families. My father, Marvin Ellis Sr., and I built this practice to help our clients make smart decisions by simplifying some pretty complex financial situations. Since 2005, we've provided elegant, simple solutions for hundreds of clients, giving them the clarity and confidence they need to take informed action.
Bottom line? Happy clients and happy families make me happy.
Our Values
Transparency & Honesty:
You shouldn't have to worry about hidden fees or conflicts of interests. When providing advisory services, we're honest and transparent with you and make sure you always know exactly what you're paying for.
Clarity & Confidence:
We believe timely confident action happens when you have the clarity about your options. Our entire team goes to work for you, gathering the information, doing the analysis, and laying out your strategic options so you have perfect clarity about your choices.
Simple & Strategic:
Elegant solutions to complex problems come only after a lot of work. We operate like a financial think-tank, crunching all the data and considering all the options before presenting you with simple, elegant financial solutions.
A Team Approach:
We work as a team, gathering information, conducting analysis, researching options, compiling customized plans. When you hire Wasatch Wealth, you get an entire financial support team who knows you and your financial situation, and supports you through every life phase.
Our Team
Our Virtual Family Office
We have a team of professionals in every financial discipline:
- Estate Attorneys
- CPAs
- Life Insurance
- Property and Casualty
- Medicare / Health Insurance
- Trust Consultant / Banking
- ESOP / Business Evaluation
Our Virtual Family Office focuses on asset preservation strategies, tax savings, cash flow strategies, estate planning, and risk management to help you avoid costly missteps and guide you on the path to financial freedom. We can carefully attend to your goals and progress and helps prepare your personal Advanced Wasatch Way Plan.
What Makes Us Different
A lifetime of strategic support through the five stages of life
Decades of brainstorming simple, elegant solutions
Formal education in managing all areas of finance - retirement, investing, education, insurance and taxes
Expertise and experience working with complex business retirement plans
Trained in helping business owners take the vital steps in exiting their business
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The more money you have, the more complex planning becomes, which can lead to indecision and costly delays.
We work with clients to simplify complex financial situations so that they make confident, informed decisions...And use their money to live rich, fulfilling lives.
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Contact Us
Suite 210
Bountiful, UT 84010
Phone: 801 295 7373
Toll Free: 888 995 7373
Fax: 801 295 7474