Who We Are
We provide investment planning and asset management to a select group of clients with a focus on family, integrity, and an exceptional level of service.
Econ Wealth Management is an independent wealth management practice that helps clients build and maintain wealth through personalized investment strategies. Using a team approach, we manage portfolios based on clients’ individual needs, always with a focus on integrity and confidentiality.
A Personalized Client Experience
- Thorough initial discussions to establish your financial concerns, goals and dreams for the future, prior investment experience, and current risk tolerance
- Careful analysis of these factors to craft a tailor-made investment portfolio based on your individual financial needs
- Proactive and ongoing communication to help assure that your portfolio is up-to-date and appropriately diversified
What Helps Make Us Different
- Unparalled client service with a team and family-oriented approach
- Client relationships focused on trust, integrity, and confidentiality
- Proactive and ongoing communication with regular consultations
- Dedication to client education with unique events
- Personalized advice based on individual financial needs
- Active portfolio management with weekly team meetings for investment analysis and research
Cost to Our Clients
Econ Wealth Management focuses primarily on fee-based advisory relationships. Because we believe it is important for clients to understand the charges associated with working together, we will spend time reviewing this information and answering all of your questions. Our goal is to help you reach your goal, and our clients feel confident that our cost is worth the value we provide.
Advisory programs are not designed for excessively traded or inactive accounts and are not suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for these programs is between $25,000 and $200,000.
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