Who We Are

Econ Wealth Management is an independent wealth management practice that focuses on portfolio management and wealth preservation.  Using a team approach, we help clients build and maintain wealth through conservative investment strategies based on their individual needs, always with complete integrity and confidentiality.

Practice Philosophy

Our goal is to help you reach your goal.  In an attempt to set ourselves apart, we strive to maximize our efforts in order to surpass your client service expectations.  Trust, honesty, integrity, confidentiality and communication are at the center of our relationships.  We prosper by helping you prosper.

Our Process

We begin each client relationship with a thorough discussion of your financial needs.  We will look at your past investment experience and current risk tolerance, helping you establish reasonable goals and expectations.  Through a careful review of these factors, we develop a tailor-made investment plan to address your financial concerns, such as retirement and education funding, as well as your dreams and desires for the future.  After your investment program is developed, we will provide recommendations on an appropriate blend of cash, fixed income and equity instruments depending on your investment needs.  We will also consult with you regularly to help ensure your portfolio is appropriately diversified.

Cost to Our Clients

We believe it is important for clients to understand the charges associated with working together.  With this understanding, our clients are confident that our cost is worth the value we provide.  While we focus primarily on fee-based advisory relationships, we also offer brokerage accounts in which commissions are paid when investment decisions are made.  We will determine what type of relationship is most appropriate and cost-effective based on your goals and needs and will spend time reviewing this with you and answering all your questions.