195 Senior Level Advisors in 36 states & Canada, providing exit, transition, and succession planning services to privately held business owners

What Is Pinnacle Equity Solutions

Pinnacle Equity Solutions is a national association of senior-level, professional advisors who are all trained and supported in a common system to deliver high quality, customized solutions to business owners regarding the eventual exit from their privately-held businesses

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Buy John M. Leonetti’s Book

Exiting Your Business, Protecting Your Wealth by John M. Leonetti, CEO of Pinnacle Equity Solutions, Inc.

Exiting Your Business, Protecting Your Wealth
by John M. Leonetti,
CEO of Pinnacle Equity Solutions, Inc.

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Contact Us

Marvin Ellis, Jr., CBEC®

 
Contact Information:
Wasatch Wealth
(801) 295-7373 x2
533 West 2600 South, Suite 210
Bountiful, UT 84010

 

Certified Business Exit Consultant®
Investment Management Consultant

Marvin Ellis is a wealth manager at Wasatch Wealth. He focuses on providing wealth management solutions to business owners and successful families in the Wasatch Area. Together with his partner, he helps affluent clients address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, ensuring their assets are not unjustly taken and charitable giving.

Marvin partnered to form Ellis Financial Group in 2005. In 2016 they changed the entity name to Wasatch Wealth. He uses a consultative process to gain a detailed understanding of his clients’ deepest values and goals. He then employs customized recommendations designed to address each client’s unique needs and goals beyond simply investments.

Marvin grew up in West Bountiful, not too far from where our office is today. After graduating from Viewmont High School he attended the University of Utah and Weber State University. Before graduating from Weber State with a Bachelor of Arts in Technical Sales, he started his own business creating multimedia. He grew the business with multiple employees and had clients covering parts of the world from California to France and the United Kingdoms.

Marvin met his wife, Jolyn while attending Weber State University. They are married with three children, who are the passion of his life. Marv Jr is also a dedicated advocate for his community. His mother was diagnosed with breast cancer in 2008. Much of his community service work is done to give back to those organization that fight against some terrible diseases like the Huntsman Cancer Foundation and Juvenile Diabetes Research Foundation.

Marv Jr’s passions are his family, helping people, creating any type of media, golf, racquetball, tennis, outdoor activities, teaching, public speaking and serving within the community.

 

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