For Echo Huang, wealth management is more than just managing money—it’s about guiding you toward financial clarity and confidence.
“At Echo Wealth Management, we don’t just build financial plans—we build relationships. We help people take control of their future and live life on their own terms. That’s what true wealth is all about.”
Jared Johnson
Jared leads portfolio management, trading, and financial planning offering tailored advice for each stage of life.
“There’s a lot of information out there. I work to provide you with a clear, actionable plan you can trust.”
Justin Edwards
“Our big-picture approach makes us more
Erik Nelson
Erik oversees account setup, compliance, and client support to help clients achieve their financial goals effortlessly.
"Wealth management has many moving parts. I ensure everything runs smoothly so clients can focus on their goals."
Your time is valuable. Let’s make it count.
Before making a trip to our Plymouth office, we invite you to schedule a complimentary 30-minute discovery call via Zoom. It’s a casual, no-pressure way to share your goals and see if we’re the right fit for your financial journey.
After our call, we’ll let you know if it makes sense to move forward with a more in-depth 90-minute FIT Meeting with the Echo team.