Important Disclosures

Start Your Journey

Seize the day to ride the waves of the financial market

You don’t need to have everything figured out before reaching out—just a place to start. CS Ellis Wealth Management Solutions makes it easy to begin with a simple conversation that brings clarity and direction.

Schedule a Conversation

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Get in touch

Important Disclosures

Customer Identification Program Notice

Bussiness Continuity Planning

Privacy Disclosure

Code of Ethics

Investment Adviser Data

cse@csellis.com

6 Penntowne Drive, Irwin, Pennsylvania 15642, United States

412-719-7958