YOUR LIFE. YOUR GOALS.

Our Focus.

Why Ellerbrock-Norris Wealth Strategies

Explore your Experience

Ellerbrock-Norris Wealth Strategies takes a holistic, financial planning approach with every client. Proper financial planning means more than a risk tolerance questionnaire. It means that we engage with you on a deeper level by truly understanding your life goals through our unique experience.

The Ellerbrock-Norris
wealth strategies difference

Broker
Model


vs.

enws
fiduciary model

Brokers are only required to recommend investments that are “suitable” for their clients. This means they can legally put their interests above their clients when recommending financial products.

As a fiduciary, ENWS is legally and ethically responsible for acting in our client’s best interest.

Clients working with brokers tend to be confused about how much they are paying for services. Brokers are not required to send you a detailed statement showing how much they are compensated for advising you.

As fiduciaries, we must provide you a copy of our ADV brochure that explains the structure of the firm, the services we offer and how we charge for services.

Brokers usually have clients’ assets held with the company the broker works for.

ENWS uses a third-party financial institution to custody our clients’ assets. By doing this, our clients will always receive independent statements to reconcile fees, investments and performance.

Brokers often use their own products when it may not be best for their clients. For example, they may use mutual funds offered through their company.

ENWS does not have proprietary products. Instead, we conduct due diligence to make sure we are using investments that truly meet our clients’ needs.

latest

news

September 2020

Have a Conversation, for You and Your Family

During this pandemic, you may have family or friends whose health has been directly affected by COVID-19. And the longer you live, the more people you know will face significant health concerns. Making sure you and your family are prepared for these situations – now and in the future – is an act of kindness...

Read More

Cultivating an Abundance Mindset, Even in Difficult Times

Cultivating an “abundance mindset” might be far down your list of what needs attention today. In times such as these, you might even believe that the thing most in abundance right now is a mounting variety of very real financial stressors...

Read More
August 2020
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events

March 12, 2020
Ellerbrock-Norris Omaha
Omaha, NE
Invest for Tomorrow
April 9, 2020
Ellerbrock-Norris Omaha
Omaha, NE
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May 14, 2020
Ellerbrock-Norris Omaha
Omaha, NE
Invest for Tomorrow