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.
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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