Our Services

Choose Echo Wealth Management for truly personalized planning, tailored through a full suite of services.

We start by understanding your story, values, and goals—then combine meticulous planning with institutional-grade investment management, powered by the Echo Dashboard for real-time clarity and control.

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In-depth

Financial Planning

At Echo Wealth Management, everything begins with understanding you—your goals, your values, and where you want to go. That’s why financial planning isn’t just a service we offer; it’s the foundation of everything we do.

Financial planning is where we listen closely, analyze carefully, and build a strategic roadmap for your life. It covers the essentials: cash flow, taxes, insurance, retirement, estate planning, and more. This is where clarity begins.

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Personalized

Wealth Management

Once your financial plan is in place, we’re ready to bring it to life through our wealth management services. We'll manage your investment portfolio with precision, aligned to your plan and tailored to your personal risk tolerance, timeline, and goals.

Our wealth management approach combines institutional-grade expertise with personal care—because when your investments are guided by a thoughtful plan, your future becomes far more secure.

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Two Services, One Purpose: Your Peace of Mind

Financial planning and wealth management are offered under separate agreements, but they work hand-in-hand.
Financial planning is required before we engage in wealth management—because we believe responsible investing starts with a clear plan.

We don’t guess. We plan first, then act with intention.

Does your portfolio have too much risk?
Or not enough?

Take the guesswork out of discovering your tolerence for risk.

Let's Talk, On Your Terms

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 90-minute FIT Meeting with the Echo team in-person or via Zoom.