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Echo Wealth Management, LLC
https://www.echowealthmanagement.com/Last activity: 02.12.2023
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Echo Wealth Management provides the clarity and 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.
http://www.echowealthmanagement.com/disclosures
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.
http://www.echowealthmanagement.com/disclosures
Overview
Location
United States, Iowa
Employees
1-10
Phone
+1 763-432-7875
Founded date
2015
Mentions in press and media 3
| Date | Title | Description |
| Sign up to see | Sign up to see | Sign up to see |
| Oct 8, 2021 | 2 steps to take right now to build generational wealth for years to come | Insider Personal finance pros Echo Huang and Kelly Lannan joined Insider's Master your Money virtual event, presented by Fidelity. Financial literacy and hiring the right experts are key. Building wealth takes smart planning. Generational w... |
| Oct 8, 2021 | 2 steps to take right now to build generational wealth for years to come | Personal finance pros Echo Huang and Kelly Lannan joined Insider’s Master your Money virtual event, presented by Fidelity. Financial literacy and hiring the right experts are key. Building wealth takes smart planning. Generational wealth is... |
Reviews 0
FAQ about Echo Wealth Management, LLC
When was Echo Wealth Management, LLC founded?
Echo Wealth Management, LLC was founded in 2015.
What has the press written about Echo Wealth Management, LLC?
Parsers VC has collected 3 articles mentioning Echo Wealth Management, LLC, among them “2 steps to take right now to build generational wealth for years to come” (Oct 8, 2021) and “2 steps to take right now to build generational wealth for years to come” (Oct 8, 2021).
Is Echo Wealth Management, LLC still active?
Yes, Echo Wealth Management, LLC is active; its latest activity on Parsers VC dates from Dec 2, 2023.