About

Anastasia Wiese is the vice president and a wealth manager at Ellis Capital Management. Anastasia focuses on providing wealth management solutions to individuals, families, businesses and non-profit organizations throughout West Michigan. Together with the ECM team, she helps affluent clients address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of the next generation, ensuring their assets are not unjustly taken, and charitable giving.As a trust officer, Anastasia ensures distributions are made in accordance with her client’s trust terms, ensures trust assets and transactions are accurately reported, facilitates filing of trust tax returns, offers unbiased advice, provides support for individual fiduciaries (i.e. trustees and conservators), and responds promptly to client inquiries.Anastasia joined Ellis Capital Management in the fall of 2013 after graduating from law school, where she focused on business law, tax law, and estate planning. Anastasia uses a consultative process to gain a detailed understanding of her clients’ deepest values and goals. She then employs customized recommendations designed to address each client’s unique needs and goals beyond simply investments.Successful individuals, families, businesses and non-profits work with Anastasia to:- Develop and implement a comprehensive wealth management plan to help them reach their specific financial goals- Make informed decisions in today’s uncertain political, economic and social environment- Obtain an independent second opinion from a top financial advisor in the community - Administer trusts and qualified retirement plans

Practices Areas

Estate Planning

Business

Language

English

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