Echo Wealth Management aims to take the complexity out of wealth management. At EWM, we believe that holistic financial planning is the foundation of financial success. Holistic financial planning synthesizes cash flow, asset allocation, investment management, retirement, insurance, estate and tax planning together into a personalized strategic plan. As members of an independent boutique wealth management firm, Echo and her team use their tailored expertise and experience to provide in-depth planning and customized investment management services for individuals and families, particularly corporate executives with stock options and restricted stock awards, empowering them to pursue their passions and dreams. At EWM, we believe in upholding our fiduciary responsibility to act in the best interests of our clients at all times. We are intentional about offering an alternative to working with large institutions. Ideal Clients: We partner with individuals and families who recognize that growing and maintaining wealth is a guided and ongoing process. Our expertise is particularly valuable to the people who wish to be purposeful with their wealth to pursue their passions and dreams.