Ten years ago, I took a leap of faith—leaving the security of a stable career to create something extraordinary. With a clear vision and a commitment to personalized financial guidance, I founded Echo Wealth Management to help individuals and families feel secure today and ready for tomorrow. 

A Decade of Milestones

Reflecting on the past decade, I am incredibly proud of the milestones we have achieved. Our growth has been organic—excluding market returns, we’ve increased our assets under management (AUM) by an average of 14% annually. Today, we manage over $250 million for 128 clients across 13 states in four countries. But beyond the numbers, the true testament to our success is the trust our clients place in us. Many have introduced us to their children, ensuring that financial guidance remains a cornerstone for their families for generations to come. 

The Journey of Building a Boutique Firm

Starting a boutique wealth management firm in my 40s, while balancing the responsibilities of motherhood, was not an easy decision. It required careful consideration and the courage to step beyond perceived limits. One of the most valuable lessons I have learned is the importance of adaptability. By strategically outsourcing key operational functions—such as portfolio accounting, billing, IT, and compliance—we have been able to focus on what matters most: providing unparalleled wealth management services to our clients. This approach has been instrumental in achieving growth rates significantly higher than industry averages. 

Overcoming Challenges and Embracing Change

Like many businesses, we faced unforeseen challenges—none greater than the COVID-19 pandemic. The crisis hit just as we signed a seven-year lease on a newly renovated office suite. Despite the challenges of remote work, our unwavering dedication to client service and strategic investment decisions allowed us not only to weather the storm but to thrive amid uncertainty. Tactical allocations in emerging markets and U.S. large-cap growth equities in 2020 positioned our clients for long-term success. 

What Sets Echo Wealth Management Apart

At Echo Wealth Management, trust and personalization are at the heart of everything we do. Our personalized financial planning, concierge-level service, and technology-driven solutions, such as the Echo Dashboard & App, provide clients with seamless, customized financial strategies. We collaborate proactively with legal and tax professionals, ensuring that every aspect of our clients’ financial lives is accounted for. 

Our recent client survey reaffirmed what differentiates us: 

✅ Estate & tax planning collaboration 
✅ Proactive financial guidance beyond investment management 
✅ Deep, long-term client relationships built on trust and care 

Looking Ahead: A Vision for Sustainable Growth

As we enter our next decade, my vision is clear: to continue growing in a way that preserves the boutique experience that makes Echo Wealth Management special. Strategic team expansion will ensure that we maintain the high level of service our clients expect while strengthening our ability to serve future generations. 

To our clients, colleagues, and team—thank you for being part of this incredible journey. Your trust and support fuel our mission every day. 

If you are looking for a dedicated financial partner who offers personalized strategies, deep expertise, and genuine care, I invite you to discover the Echo Wealth Management difference. Let’s build your financial future—secure today, ready for tomorrow.