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Peace of mind and freedom to enjoy what matters most - built on a foundation of purposeful planning,
authentic relationships, and...
REAL. ACTIVE. SOLUTIONS.
Our Expertise
Legacy Planning
It's about the art of preserving wealth, values, and purpose for generations to come. We work closely with our clients and their families to ensure every detail reflects their vision and protects what matters most. From complex estates to multi-generational goals, we create strategies that bring clarity, continuity, and confidence to the future.
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Coordinated Estate Strategies
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Family Continuity and Education
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Objective-based Planning
Retirement Planning
It's about more than just saving—it’s about creating the life you have worked hard to enjoy. Through comprehensive wealth planning and advanced investment strategies tailored to your goals and needs, we help you build a clear path to lasting financial confidence. Our mission is simple: to give you peace of mind and the freedom to live without worry.
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Income Distribution
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Account Consolidation
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Goal-based Financial Plan
Business Planning
It's about empowering owners to protect, grow, and maximize the value of what they’ve built. We work closely with business owners to design strategies that minimize taxes and strengthen every facet of their financial foundation. Acting as the bridge between your attorney, CPA, and insurance professionals, we ensure your entire team is aligned and your vision stays on track.
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401(k) Advisory Service
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Business Tax Planning
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Lending Solutions
OUR STORY
Steve's Vision for a Better Experience
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Steve Economopoulos founded Econ Wealth Management in 2005 with a simple belief — that clients deserved a better financial experience built on trust, transparency, and personal connection. From the start, Steve’s vision centered on creating a firm that values lasting client relationships, a team-based approach to planning, and a genuine commitment to the community. Today, Econ Wealth Management continues to reflect those founding principles, helping clients achieve their goals with personalized guidance and a shared sense of purpose.
WHO WE ARE
A Team Dedicated to Your Success
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The Econ Wealth Management team is dedicated to delivering operational excellence in every aspect of what we do. We believe true success begins with authentic connections—taking the time to listen, understand, and collaborate with purpose. Our commitment to deliberate action and thoughtful guidance ensures every client receives an exceptional experience built on trust, transparency, and results. Behind every plan stands a team driven by your goals, working tirelessly to help you achieve lasting success. Together, we bring the expertise, care, and dedication needed to turn your vision into reality.
FIDUCIARY COMMITMENT
Delivering Advice that is in Your Best Interest
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At Econ Wealth Management, we set ourselves apart by upholding the fiduciary standard in everything we do—placing our clients’ best interests above all else. This commitment means every recommendation, strategy, and decision is made with complete transparency and integrity. Our clients can trust that their goals drive every action we take, ensuring a partnership built on trust, accountability, and unwavering dedication to their financial well-being.
Schedule your free consultation today!