Steelhead Wealth Management

Trey Ellington is a CFP® with three years of industry experience, currently advising at Steelhead Wealth Management. Prior to joining Steelhead, he worked with Northwestern Mutual Wealth Management Company and CapTech Ventures. Steelhead Wealth Management serves employer plan sponsors, trusts, estates, charitable organizations, corporations, and other business entities by providing discretionary investment management, financial consulting, and retirement plan advisory services. The firm uses a mix of securities along with quantitative and qualitative analysis to guide portfolio construction and manages approximately $342 million in discretionary assets.

Michael Ellis is a financial advisor with Steelhead Wealth Management in Glen Allen, VA, holding Series 63 and Series 66 licenses and 22 years of industry experience. His prior experience includes sixteen years at Northwestern Mutual Wealth Management Company and related entities. Outside of his advisory role, he is involved in insurance sales on a limited basis. Steelhead Wealth Management serves employer plan sponsors, trusts, estates, charitable organizations, corporations, and other business entities by providing discretionary investment management, financial consulting, and retirement plan advisory services. The firm employs a combination of quantitative and qualitative analysis, modern portfolio theory, and charting to manage client portfolios, primarily focusing on institutional and business clients.

Coleman Pollard is a CFP® professional at Steelhead Wealth Management with 26 years of industry experience. His prior work includes 15 years at Northwestern Mutual Wealth Management Company and roles at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company. He is also involved in insurance sales on a limited basis. Steelhead Wealth Management serves employer plan sponsors, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers discretionary investment management, standalone financial consulting, and retirement plan advisory services, managing a significant discretionary asset base with a focus on institutional and business-related clients.