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Our Holistic Approach

At Echelon Wealth Strategies, we provide tax efficient wealth management solutions to our clients. We act as our clients’ private chief financial officer, advising them on all aspects of their financial lives with integrity and care so that they may pursue their greatest financial goals.

What We Do

We take a holistic approach to understanding and providing solutions to all our clients’ major financial challenges. Our focus goes well beyond simply managing investments. We divide our Echelon Private CFO Process into three simple steps:

  1. We use a consultative approach to fully understand each client’s challenges and to establish a close working relationship.
  2. We then consult with specialists from our team of experts to prioritize the client’s financial challenges in order of importance and impact.
  3. Finally, we customize tax efficient solutions to fit each challenge, working closely with clients throughout the course of our relationship.

Our Private CFO Process enables our clients to streamline their complex financial affairs, access a wide array of expertise through one point of contact and enjoy a personally rewarding working relationship with one trusted advisor.

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