OUR SERVICES

Our Service Levels:
At Econ Wealth Management we strive to provide a First Class client experience and we recognize that each relationship is specific to your individual needs.  The service levels depicted below offer guidelines for what you can expect based on your relationship with Econ Wealth Management.
Pilot Portfolio Series

We act solely as your asset manager utilizing our PPS investment strategies.

Strategic

For clients with at least $250,000 invested, we act as a guide for their financial plan and utilize a combinations of PPS and Strategic investment strategies. 

Tactical 

For clients with at least $500,000 we offer a hands-on approach to wealth management that includes customized portfolio strategies using PPS, Strategic, and Tactical strategies.

Operational support for accounts

Asset allocation and trade execution

Daily investment monitoring

Risk tolerance analysis

Capital gain management and tax-loss harvesting

Investment policy guideline document

Performance reporting

Investment research and due diligence

Exclusive insight - portfolio information access on website

Monthly statements

Online account access

Proactive phone contact for updates and information

Educational and appreciation event invitations

Budget analysis

Face-to-face meetings as needed

Income distribution planning

Retirement savings strategy review

Personal goals review

Education planning and strategy

Develop and monitor financial plan

Secure online access to financial plan

Net worth analysis

Social Security scenario modeling

Estate plan coordination with attorney

Tax planning with tax advisor

Insurance needs analysis (life, disability, LTC)

PPS
Strategic
Tactical

Charitable gift planning

Proactive annual plan review

Portfolio Review with Asset Management Team

Portfolio Specific Communication

Create an individualized allocation strategy.

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© 2018 by Econ Wealth Management

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