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 consulting 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 have led to a successful & growing consulting practice.
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