Wealth Management

Planning is key to building wealth. Our experienced advisors collaborate with you to help you achieve your current and future financial goals.

Portfolio Management

Your investments should be managed by a thoughtful team of advisors with experience and discipline. Our independent portfolio managers and investment advisors work with you one-on-one to determine the appropriate asset mix for your current lifestyle and future financial goals. We then position your investments to perform in line with your investment criteria and objectives, while also managing portfolio risk. Our portfolio managers are also able to immediately draw on expertise from Echelon’s top-notch cross-country research and trading team. You can take market volatility in stride, knowing we’re managing your investments wisely and with great care.

Financial Planning

To achieve your financial goals, both short and long-term, you need a plan. Our independent advisors have the experience, technology and resources to help you develop a financial roadmap to get you there. We work with you to understand your lifestyle, including your financial needs and goals, and to help you build a better, more secure future for you and your family. Our team of experienced advisors will implement a well-informed plan to help make your dreams a reality.

Estate and Tax Planning

Building wealth is important, but so is preserving it through effective tax and estate planning. Our advisors work with you to ensure tax planning is a key part of your overall investment portfolio. We look at ways to minimize taxable investment income, while taking advantage of tax-deferred savings. We can also advise you on trusts, insurance and other estate-planning tools. These are strategies that can help you prepare for life’s challenges and preserve the wealth you have worked so hard to build.