Why Echo45
We take a different approach to wealth management.
Here’s how:
Fee-only Fiduciary. As your independent advisor and fiduciary, we have the freedom as well as the responsibility to do what’s right by you. We have your best interest in mind, and we have your back.
Open. Open to new ideas and new ways, we’re always seeking the best solutions to help you reach your goals.
Creative. We are unorthodox problem solvers, looking at situations from different angles so we can offer relevant solutions that speak to the important things in your life.
Accessible. Believing that the best advice comes from mutual respect and understanding, our team approaches service and solutions with care and clarity.
High-Touch and Holistic. We provide concierge service through your communication channels of choice so that you feel comfortable telling and asking us about all aspects of your life and wealth, and knowing that we’ll provide advice in your best interest.
Collaborative. We work with you and your other trusted advisors, like accountants, lawyers and insurance experts, to help ensure your life and your finances are well-aligned and well-planned.
Forward-looking. We keep a constant eye to the future to leverage the latest technology and investment options to support you in meeting your mission.
Tech-stacked. By being at the forefront of FinTech, we are able to provide advice the way we all want: with objectivity, speed, low costs and increased options.
Community-aware. We are grateful for living and working in the San Francisco Bay Area, and work to give back to our community.