Why ECF Wealth?

If you’re looking for exceptional financial services that offer independent advice and cater to your entire financial needs, then ECF Wealth is the right choice for you. With their world-class service and trusted relationships, you can rest assured that your financial picture is in good hands.

 

Financial Planning

Individuals and Families with primarily W-2 income have an initial cost of $4,000. This is paid in two installments with the first half due when the Financial Planning agreement is signed by all parties. The second installment is paid once all parties agree to the final recommendations. The Financial Planning relationship is in place for 12 months from the date of the Financial Planning agreement.
 

Tax Planning

It’s said that only two things are certain in life: Death...and Taxes! And while there’s not much you can do to avoid the former, with prudent planning and foresight, there’s a lot you can do to minimize the later.
 

Financial Planning for Business Owners

When you are full of ideas for starting a new business, all you can see is what’s going to happen tomorrow. The thought of having their vision turned to reality often blinds new entrepreneurs to that all-important question: Does it all makes sense financially?
 

Investment Planning

Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.
 

Tax Planning for Business Owners

Business transactions are becoming more complex each year. And with that, the world of taxation grows in complexity as well. As the rules of doing business, within a single jurisdiction or across multiple jurisdictions, change, so does the need for assessing their tax impacts on specific transactions.
 

Insurance Planning

If there’s one thing certain about life – it’s the uncertainty that living it brings. The best laid plans can sometimes come to naught! Even though you may think you’ve covered all the bases, life sometimes has a funny way of throwing you a curveball when you least expect it.