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Luxury Beach House

Real. Active. Solutions.

from a team

Trust

you can

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The Journey From Point A to Point B

ECON

WEALTH MANAGEMENT

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Providing you peace of mind on your path to financial freedom.

Life's journey is full of peaks and valleys. We pride ourselves on being your guide as you navigate your way from one valley to the next peak. Our goal is for you to realize you are not alone on your financial journey. Our team is right there with you every step of the way to provide comfort in times that may seem difficult. Our clients are at the center of everything we do. You will see that we are REAL – our Client Experience Team works to ENGAGE with you in a variety of ways because the trust you have in our team is built on the feeling that you are part of our EWM family.  Our team is ACTIVE – EWM’s in-house Asset Management Team of Chartered Market Technicians technically analyzes investment markets daily and uses that information to actively INVEST for you according to your goals. We provide personalized SOLUTIONS – Working with our Financial Planning Team of  CFP® Professionals you’ll have a PLAN to  get you from Point A to Point B.

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REAL.

Engage with us

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ACTIVE.

Invest with us

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SOLUTIONS.

Plan with us

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SECURITIES OFFERED THROUGH CHARLES SCHWAB & CO. MEMBER FINRA/SIPC

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© 2024 ECON WEALTH MANAGEMENT

Econ Wealth Management is registered as an investment advisor and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements.  The information presented herein is intended for educational purposes only and is in no way intended to be interpreted as investment advice or as a device with which to ascertain investment decisions or an investment approach.   Information presented is believed to be factual and up to date. It should not be regarded as a complete analysis of the subjects discussed.  Econ Wealth Management is not engaged in the practice of law or tax preparation and no comments should be construed as legal and/or tax advice. Estate planning and tax information provided is general in nature. Always consult an attorney or tax professional regarding your specific legal or tax situation. EWM and its employees are not affiliated or compensated by any other company or charity mentioned on this website.

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