Echo Wealth Management was founded in 2015 by Echo Huang—a woman who arrived in the U.S. with $800 and built a firm focused on helping others achieve financial clarity and confidence.
With roots in tax planning and a passion for holistic strategy, Echo created a boutique, independent firm where clients come first. We offer personalized financial planning and investment management—specializing in helping corporate executives navigate equity compensation and complex financial decisions.
At Echo Wealth Management, we integrate tax, estate, insurance, and investment planning into one clear path. Our fiduciary duty guides everything we do. Our tech-enabled platform keeps you connected.
We’re here to help you feel secure today and ready for tomorrow.
Managing your wealth is personal—and so is the way we approach it.
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 60-minute FIT Meeting with the Echo team.
