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.

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CLIENT LOGIN                DISCLAIMER

© 2018 by Econ Wealth Management

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