Stephen H. Ellsworth

Overview

Stephen H. Ellsworth is a Senior Vice President and Financial Advisor at RBC Wealth Management in Houston, Texas. He leads the Ellsworth Fair Wealth Management Group, offering comprehensive financial planning and investment services to individuals and families. The group focuses on wealth management, corporate retirement plans, financial consulting, alternative investing, and family office services. Their investment approach encompasses fixed income, public equities, and commodities, targeting growth, late-stage, and pre-IPO opportunities. The team has a track record of managing substantial assets, with investment sizes ranging from $1 million to $50 million. Their client base includes residents across multiple U.S. states, reflecting a broad geographical focus within the United States. The group emphasizes a personalized approach to financial planning, aiming to help clients achieve their financial goals through tailored investment strategies and comprehensive wealth management services. Their expertise spans various industries, including financial services, energy, healthcare, technology, consumer goods, real estate, telecommunications, utilities, materials, and industrials, enabling them to provide diversified investment solutions to meet the unique needs of their clients. Their commitment to client success is demonstrated through a dedicated team of professionals working collaboratively to deliver high-quality financial advice and services, ensuring clients receive the support and guidance necessary to navigate complex financial landscapes and achieve long-term financial security.