High-Tech &
High-Touch
As a modern wealth management firm, we provide you, your family and your small business with what we believe are the latest and best in strategies, service and technology. We are always exploring new investment options and technologies to provide you with the most efficient and effective solutions for financial planning, tax planning and investment management. While technology provides the horsepower in the background, every Echo45 client benefits from our high-touch client concierge services, innovative investment techniques, and a full view of all your accounts and documents in one secure place.
Client Concierge Services
We always go the extra mile to proactively support you in addressing your questions, administrative tasks, and information and status requests. In this way, you can stay informed on your finances and in step with your advisor. We want you to feel like family and take the guesswork and complexity out of your financial life.
Modern Wealth Management Services
Financial Planning
We offer a wide array of CFP® professional advice to meet your specific needs, including planning related to family and estate, retirement savings and income, risk management and insurance, investment and tax, and charitable giving. For small businesses, we also offer employee benefits planning. Through open conversations, we gain an authentic understanding of what’s driving your happiness as well as your stress to help you articulate your goals, risk tolerance and time horizon. We also offer a comprehensive planning analysis via our client portal if you’d like an interactive planning experience. To keep you on track, we work proactively to provide an ongoing connection and recommendations.
Investment Management
Based on your goals, we evaluate your current investments and make recommendations. We implement customized investment strategies, such as direct indexing, where you can build your own index to hold only the industries and companies that align with your personal views on Environmental, Social, and Governance (ESG) factors. We review and fine-tune strategies as your needs and the markets change to help ensure progress toward your goals.