better when
to your
are best
shared
life's
successes
Real
with
friends
ECON
WEALTH MANAGEMENT
ENGAGE
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Providing you peace of mind on your path to financial freedom.
Become part of our family.
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​ Build a relationship with us.
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​ Enjoy our many fun events.
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We proactively provide our clients with access to our analysis through our Top Down Bottom Up ( short 2-3 minute video looks at market and portfolio activity update from our Asset Management and Planning Teams), Stock Stories (EWM's brief analysis of a stock we like and why we like it), and our Clearly Connected Newsletter (no financials, all fun!).
You can view samples below.
Top Down Bottom Up
Stock Stories
Clearly Connected
Having a team you can trust and who is on your side is something we feel every client should enjoy. We're available, local, and here to give you the best experience we can.
OUR
VALUES
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As part of our team, you'll experience the principles we value on a daily basis. We are HONEST. We are PROACTIVE. And we do what's best for our clients with INTEGRITY. You are entitled to work with a team that you can trust so that you can focus on what you find most important in life.