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SECURE. SIMPLE. SEAMLESS 

Track your progress, review your plan, and communicate directly with our team anytime. Because managing wealth should feel clear, connected, and simple.

REAL. ACTIVE. SOLUTIONS.
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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. 

CLIENT ACCESS LINKS

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VIEW OUR CRS

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

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Privacy Policy

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.  Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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