Business Hours
Monday 08:30am - 05:00pm
Tuesday 08:30am - 05:00pm
Wednesday 08:30am - 05:00pm
Thursday 08:30am - 05:00pm
Friday 08:30am - 05:00pm
Listed In: Investment Services
Tom Ellis has been an investment advisor since 2003, beginning at a boutique firm in Pasadena. In early 2008 that firm merged with UBS and Tom Ellis decided to strike out on his own, building the investment advisory firm now known as Golden Oak Wealth Management. Despite a difficult environment for… Tom Ellis has been an investment advisor since 2003, beginning at a boutique firm in Pasadena. In early 2008 that firm merged with UBS and Tom Ellis decided to strike out on his own, building the investment advisory firm now known as Golden Oak Wealth Management. Despite a difficult environment for investors and advisors in 2008, Tom’s consistent risk-based focus and individualized investor attention has led to a successful & growing advisory practice. Read more