Your Financial Dreams
Econ Wealth Management is an independent practice that combines comprehensive wealth planning, discretionary portfolio management, and top-notch service to help clients achieve their financial goals and dreams.
Working as a team, we strive to build lasting relationships and create an exceptional experience that provides clients with individualized attention and a wealth plan tailored to their needs.
The EWM Portfolio Management Difference
Asset management at Econ Wealth Management is an integral pillar of the overall client experience. We believe that diligent asset management helps to control irrational behavior and biases that can negatively impact a client's ability to meet his or her goals. Those that seek our professional services can expect a disciplined and dynamic approach that responds to ever-changing economic and market variables.