Sarah Ellis

I am a dedicated professional in the financial industry with a notable history in retail management and customer service. I specialize in customizing detailed portfolios and financial plans for high net worth clients, focusing on life goals and values. As Vice President - Client Advisor at Curated Wealth Partners, I work with a select group of families with multi-generational wealth as their wealth advocate. We integrate daily financial management with an investment philosophy that is nimble, transparent and curated for each client. With true dedication to best outcomes we resolve issues and find solutions to our clients' most complex financial needs.