SEASON TICKET ACCESS

CLIENT PORTAL

CLIENT LINKS

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EWM client portal for performance and billing

Client Access to accounts through our Schwab who is our custodian.

Financial planning software to map goals and risk to develop a financial strategy. 

 
 

DISCRETIONARY AGREEMENT

We pride ourselves on being transparent and open with everything we do for our clients. We believe it is of utmost importance for our clients to understand the cost you pay to invest with us and to find value in our services. Through our discretionary agreement we provide details to our clients of what fee they are being charged for our services while gaining permission to have discretionary control of their assets so we can invest in their best interest.   

 

OUR FIDUCIARY DUTY:

YOUR BEST INTERESTCOMES FIRST

We believe in placing your best interests ahead of anything else. Therefore, Econ Wealth Management is proud to commit to the following fiduciary principles sourced directly from the website of the CFP Board www.letsmakeaplan.org

Helpful information and links:

To understand the different types of investment firms, please refer to our Form CRS (Customer Relationship Summary) here

To understand more about Econ Wealth Management, please refer to our Form ADV here

To understand more about CFP Fiduciaries, please refer to the CFP Board Code of Ethics and Standard of conduct here

Running Track

THE DUTY OF

LOYALTY

  • Your interests are placed above ours

  • We avoid conflicts of interest or fully disclose material conflicts of interest to you

  • When there is a conflict, we commit to act in your best interest

Man Playing Golf

THE DUTY OF

CARE

  • We act with the care, skill, prudence and diligence of a prudent professional

  • We consider your goals, risk tolerance, and objectives

  • We care about your financial and personal circumstances

Tennis Racket and Ball

THE DUTY TO

FOLLOW CLIENT

INSTRUCTIONS

  • We comply with all objectives, policies, restrictions and other terms

  • We agree to these terms under our engagement

  • We follow all reasonable and lawful directions of you, the client

 

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