Modern Wealth Management
Driven every day to help you achieve what’s most important in your life, Echo45 delivers the latest wealth solutions to individuals, families, professional fiduciaries and trustees. We mix high-tech and high-touch, leveraging advanced technology, white-glove concierge service and CFP® professional advice to meet you where you’re at and take you where you want to go.
Introducing
Echo45 Tax & Estate is a separate entity from Echo45 Advisors. Both entities are under common ownership who stand to benefit financially if clients from Echo45 Advisors are referred to Echo45 Tax & Estate, as well as from Echo45 Tax & Estate to Echo45 Advisors. No compensation is paid to either entity by the other for these referrals.
For Trustees and Professional Fiduciaries
As a Trustee, you are held to a Higher Standard. As a Registered Investment Advisor (RIA), we are held to the Fiduciary Standard.
Echo45 Trustee Services understands the decision-making challenges trustees face when managing financial matters for a third party. As an independent firm, we are free from the conflicts of interest that exist at large banks and brokerage houses.
We can provide trustees:
Investment Management
Financial Planning
Tax Planning