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 Betterment LLC. 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.