WHO WE ARE
At Econ Wealth Management, we’re proud to be squarely on the side of our clients. Our structure, culture and commitment to your success are all aligned to put your interests first and help you succeed.
ACCOUNTABLE TO YOU
As an independent, fiduciary advisory firm, we are proud to be accountable solely to our clients. We monitor your investments daily, track and measure performance regularly, and communicate frequently. And we never lose sight of our goal: Your success.
DEDICATED ADVISORS WORKING ON YOUR BEHALF
Using our M.A.P.S. and G.P.S. proccesses to help you define clear, achievable goals and a path to reach those goals
FAIR AND EASY TO UNDERSTAND FEES
Transparent fee structure aligns our interest with yours. Investment decisions are based on your needs, goals, and best interests. We are not compensated by the sale of any investment products.
PERSONALIZED INVESTING
We understand that your wealth is more than a number: It’s the key to a secure and fulfilling life, created on your terms. Our priorities are to protect your hard-earned capital and to grow it intelligently, employing a well-diversified mix of investment options. And because each client’s situation and objectives are unique, our portfolios are
carefully customized to meet your needs.