Econ Wealth Management

Econ Wealth Management, established in August 2015, offers personalized financial planning services and asset management using various investment vehicles. The firm focuses on building lasting client relationships and creating tailored financial plans. Services include financial planning, where clients provide information for goal-setting and plan creation, and asset management based on individual goals and risk tolerance. EWM employs a team approach for wealth building and maintenance, managing assets on a discretionary basis. Clients receive regular communications, including portfolio reviews and updates. The firm also assists with retirement plan rollovers, providing options and considerations for clients. EWM acts as a fiduciary for retirement accounts, ensuring recommendations are in the client's best interest. The firm's fee structure ranges from 0.60% to 1.75% per annum, debited quarterly from client accounts. EWM does not charge performance-based fees and serves various client types, specializing in accounts with $250,000 or more. Investment strategies involve technical and fundamental analysis, with a focus on long-term and short-term investments. Clients are informed about potential risks associated with investing, and EWM reviews accounts at least annually. The firm recommends Charles Schwab as a custodian and broker, providing access to a range of investment products and services. Clients are encouraged to vote on proxies related to their investments, and EWM does not accept authority to vote client securities.