||When you work with Echelon Wealth Strategies,
you benefit not only from our knowledge, but also
from a broad range of expertise provided by our
nationally recognized team of financial and legal
experts. This team of experts is leveraged as
appropriate to ensure that you receive integrated
solutions to a full spectrum of wealth management
needs, including estate planning, asset protection,
tax strategies, insurance assessment and more.
Echelon Wealth Strategies works closely with each
member of this team to coordinate all planning.
Each member of our team has been carefully vetted
to ensure that they provide world-class expertise,
professionalism and client service.
As a Registered Investment Advisor, Echelon provides
fee-based wealth management with clearing
and custodial services provided by National
Financial Services LLC, a subsidiary of Fidelity
Investments Company, and Purshe Kaplan
Sterling Investments. While we rely on them to
provide high-quality custodial, due diligence,
research and other important services, the advice
we offer our clients is always our own.