Our Services

RETIREMENT INCOME PLANNING

Do you know how much money it will take to realize your financial goals?

Investors worry about maintaining their standard of living in retirement and having a retirement income plan that keeps pace with inflation.  We will analyze your retirement cash flow and propose strategies intended to allow you to live the lifestyle you envisioned.
 
INVESTMENT PLANNING
 
Are you reasonably sure that your investment plan will help you achieve your financial goals?
 
No matter your stage in life, our team will take time to understand your goals and objectives and help you develop a comprehensive financial strategy that can be revised to account for changes in market and personal conditions.  We utilize the science of statistical modeling and advanced simulation methodology as a tool to help clients measure their progress toward stated goals and understand the impact that different market environments can have on their investment plans.
 
PORTFOLIO MANAGEMENT
 
Is your plan crafted with the right asset allocation?
 
We believe that a properly diversified portfolio is essential for investors.  Our investment management process is both disciplined and active and focuses on minimizing undue risk and volatility for clients while optimizing potential real return and achieving consistent performance.  We manage assets both strategically and tactically using a variety of non-proprietary investment vehicles and always consider the tax implications of investment decisions.
 
Diversification does not guarantee a profit or protect against loss.
 
Econ Wealth Management and Wells Fargo Advisors Financial Network do not provide tax or legal advice.
 
WEALTH PRESERVATION
 
Are your assets protected for yourself and future generations?
 
You work hard to accumulate your wealth, and we work hard to help you preserve it.  Wherever your wealth transfer goals are centered, whether it be on family, philanthropic or charitable pursuits, we work with professionals in the field to offer comprehensive estate planning services that help maximize the distribution of your wealth.
 
Econ Wealth Management and Wells Fargo Advisors Financial Network do not provide tax or legal advice.