Ell Wess Advisors is not an actual family office but seeks to replicate the experience and benefits of a family office structure for first-generation wealth creators, entrepreneurs, founders, and investors. Any figures or statistics mentioned on this website or in Ell Wess Advisors materials, including those related to the success rates or prevalence of certain wealth-building strategies, are based on internal or third-party data sources believed to be reliable at the time of publication, but should not be construed as guarantees of future outcomes.

Certain portions of this website or other Ell Wess Advisors materials may contain discussions of potential benefits and results as of specific prior dates. Due to various factors, including changing market conditions, tax laws, and regulations, such discussions may no longer reflect current potential benefits or results. Ell Wess Advisors is not a law or accounting firm and does not offer or provide legal or accounting services or advice. Clients should seek all such services from qualified professionals of their own choosing.

Please remember that past performance is not indicative of future results. The potential success and benefits resulting from Ell Wess Advisors’ services can vary based on factors such as the level of coordination between the client’s other engaged professionals, the client’s tax bracket and financial situation, past and future income levels, timing and manner of implementation, and other variables. Different types of investments and strategies involve varying degrees of risk, and there can be no assurance that any specific investment, investment strategy, or product (including those recommended or undertaken by Ell Wess Advisors or any of its advisory representatives), or any non-investment-related services, will be suitable for your portfolio or individual situation, or prove successful.