About

About

Why Choose Echo Wealth Management?

With over 20 years of accounting and financial experience, we have both the expertise and tools necessary to bring balance to our clients’ lives.  We are dedicated to providing investment management and strategic wealth management services to affluent individuals and families with a focus on corporate executives. Simply put, we strive to be our client’s trusted advisor. As a wealth management firm, our primary focus is to provide unbiased and timely advice that is designed to achieve long-term investment results.

Echo Wealth Management is an independent, focused wealth management firm located in Plymouth, Minnesota that takes the complexity out of wealth management.  We offer integrated, comprehensive solutions that address every facet of our clients’ financial lives.  We do this by building the highest levels of trust, integrity and respect while always collaborating using a team approach. It’s nice to have a wealth management firm with accounting roots.  A tax-conscious strategy is a beautiful thing.

Our clients range from executives planning a secure retirement, to families looking to preserve their assets for future generations, to businesses seeking expert investment advice.  Our individualized and personal approach to wealth management appeals to investors from all walks and at every stage of life.

We can help you to:

  • Maneuver through your employer’s complicated compensation system, including stock options, restricted shares, Deferred Compensation Plans, and pensions
  • Invest wisely
  • Provide appropriately for your family
  • Make smart decisions about the myriad issues that impact your financial life
  • Contribute to the causes you care about
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