Echo Wealth Management, LLC

Echo Wealth Management, LLC

金融服务

Plymouth,Minnesota 601 位关注者

Take the complexity out of wealth management.

关于我们

Echo Wealth Management aims to take the complexity out of wealth management. At EWM, we believe that holistic financial planning is the foundation of financial success. Holistic financial planning synthesizes cash flow, asset allocation, investment management, retirement, insurance, estate and tax planning together into a personalized strategic plan. As members of an independent boutique wealth management firm, Echo and her team use their tailored expertise and experience to provide in-depth planning and customized investment management services for individuals and families, particularly corporate executives with stock options and restricted stock awards, empowering them to pursue their passions and dreams. At EWM, we believe in upholding our fiduciary responsibility to act in the best interests of our clients at all times. We are intentional about offering an alternative to working with large institutions. Ideal Clients: We partner with individuals and families who recognize that growing and maintaining wealth is a guided and ongoing process. Our expertise is particularly valuable to the people who wish to be purposeful with their wealth to pursue their passions and dreams.

网站
https://www.EchoWealthManagement.com
所属行业
金融服务
规模
2-10 人
总部
Plymouth,Minnesota
类型
私人持股
创立
2015
领域
Investment Management、Planning for Corporate Executives、Stock Options、Personal Financial Planning、Risk Management、Tax Planning、Education Funding Planning和Retirement Planning

地点

  • 主要

    3033 Campus Dr

    Suite W120

    US,Minnesota,Plymouth,55441-2651

    获取路线

Echo Wealth Management, LLC员工

动态

  • 查看Echo Wealth Management, LLC的公司主页,图片

    601 位关注者

    ?? Exciting News! Echo Wealth Management is thrilled to support two scholarships for a Virtual Boot Camp focused on mastering LinkedIn for storytelling, ideas, and perspectives! ?? Many students need to acquire new skills as they enter adulthood, and this boot camp is the perfect opportunity to learn how to harness the power of LinkedIn. Whether you are a student eager to enhance your professional profile or a sponsor looking to make a difference, this is your chance! Please share this post if you know someone who can benefit from this incredible opportunity. Let's empower the next generation together! ??? #EchoWealthManagement #LinkedInBootcamp #Scholarships #EmpowerStudents #ProfessionalSkills

    查看Katiya Xiong, DIA, DEEP的档案,图片

    Visionary l Global Movement Founder l Teacher | Bridge Builder l Voice Development | Creative Expression l Public Writing l 'How' Does It Look Like & Feel Like l DEI | Dialogue l Be the Example | Avatars | Mental Health

    When I reached out to Echo Huang, CFA,CFP?,CPA Wealth Management Expert to share my concept about creating a tuition-free academy focused on 'voice development through? writing,' she took action within 24 hours to make this learning opportunity possible for her own college child and two more students on the waiting list. It is apparent that Echo Huang and Jared Johnson from Echo Wealth Management, LLC understand the importance of having a voice that is seen, heard, and valued in today's modern world. ? I asked if they could write an encouraging note for me to share with the student beneficiaries and this is what they put together, "We want you to take advantage of this learning opportunity to expand your knowledge in writing and connecting with people. Networking is beneficial for your career and your wallet. We hope you'll take action after learning from this experienced instructor." Echo and Jared, thank you ?? for becoming a corporate sponsor with DEEP Coalition! The scholarships have been an incredible benefit?to Jack Mogren and Lizeth Gutierrez Lopez, so see for yourself by visiting their LinkedIn posts. Jack is a recent graduate and his voice looks like and feels like this: ?? https://lnkd.in/gpFgVUba Liz is an undergraduate and her voice looks like and feels like this: ?? https://lnkd.in/gXX8TnhV Jack and Liz, it was an absolute joy to have you at our virtual bootcamp. Know that I will be keeping an eye out for your future posts, so keep the voice ?? coming! ------------------------------ ?? FAQs 1. When is the virtual bootcamp? We teach every month including the summer! 2. What is on the agenda? View topics and prizes here: https://lnkd.in/d8rXYrUe 3. What is the criteria for scholarship? We accept students nationwide over the age of 16: HS students, undergraduate students, graduate students, and recent graduates. To be added to the waiting list, a student simply needs to send their name and LinkedIn profile URL to [email protected] with the subject line: Add me to bootcamp waiting list! 4. How can leaders, employees, and companies become sponsors? We make it easy to sign up and can work with Leadership/HR/Marketing to distribute scholarships to students in their network. We also have 2,000+ students on the waiting list counting on kindness from others! Create a $250 scholarship today: https://lnkd.in/ghDFwaHd 5. What's in it for students? Avatars, marketing templates, 12-month content planner, and 1-on-1 time with instructor. 6. What's in it for sponsors? The opportunity to witness, interact, and shape a student's voice on LinkedIn and so much more :) #livedeeply #deepvoices #mentalhealth #careerdevelopment #growth

    • 该图片无替代文字
  • 查看Echo Wealth Management, LLC的公司主页,图片

    601 位关注者

    ?? Happy International Women's Day! ?? Today, we celebrate the remarkable achievements of women worldwide and advocate for a future where gender equality is not just a dream but a reality. ?? Let's pave the way for inclusivity and empower women to reach their full potential! ?? At the heart of our mission lies the commitment to providing equal opportunities for women to achieve financial security. Together, we can break down barriers and create environments where everyone, regardless of gender, has the chance to thrive economically. ?? Start planning now to own your future! Whether through education, entrepreneurship, or career advancement, let's empower each other to take charge and build the lives we envision. Together, we can create a world where every woman has the tools and support to succeed. #IWD2024 #InspireInclusion #OwnYourFuture ????????

    • 该图片无替代文字
  • 查看Echo Wealth Management, LLC的公司主页,图片

    601 位关注者

    ????Celebrating nine years of teamwork and dedication at Echo Wealth Management! ???? Today marks a significant milestone for us as we reflect on the journey of the past nine years. Together, we've weathered challenges, embraced opportunities, and, most importantly, remained committed to simplifying wealth management for our clients. At Echo Wealth Management, we understand that navigating the complexities of finance can be overwhelming. That's why our team has worked tirelessly to build a business that puts people first. Whether crafting personalized investment strategies or providing sound financial advice, our goal has always been to empower our clients to make informed decisions about their wealth. We owe our success to the incredible teamwork and collaboration that defines us. Each team member brings unique skills and perspectives to the table, but our shared dedication to excellence sets us apart. We've built a culture of trust, innovation, and client-centricity that forms the foundation of everything we do. As we celebrate this milestone, we want to express our heartfelt gratitude to our clients, partners, and team members who have been with us every step of the way. Thank you for your trust, support, and unwavering commitment to our shared vision. Here's to nine years of growth, achievement, and making a difference in the lives of those we serve. Here's to many more years of success ahead! Jared Johnson Justin Edwards Erik Nelson ???? #EchoWealthAnniversary #Teamwork #WealthManagement #SimplifySuccess

    • 该图片无替代文字

相似主页

查看职位