Echo Wealth Management, LLC

echo wealth management provides the confidence to help you follow your dreams. some financial planners are sales people who hand the planning over to someone else. echo is a strategic thinker with a global focus, who loves finance, technology, transparency and the world of financial planning. she brings discipline, clear communication, and the ability to reach goals to your financial life. echo specializes in working with affluent families and executives who have complex compensation systems including stock options, restricted shares, deferred compensation plans and pensions. as a wealth management firm with accounting roots, we believe that a tax conscious strategy is a beautiful thing. let us analyze your entire financial profile to help you maximize long-term results. discover why so many knowledgeable clients choose echo wealth management to provide balance to their financial life. your vision. our execution.