ECS Wealth Strategies

Overview

ECS Wealth Strategies is an independent, corporation-style Registered Investment Advisor serving both individual/family and institutional clients. The firm operates as a capital allocator and charges clients on a percentage-of-AUM fee basis. Its advisory scope includes financial planning, pension consulting services, selection of other advisers and presentation of educational seminars and workshops. In addition to advisory work, ECS Wealth Strategies conducts insurance brokerage and other financial product sales. Investment approach centers on delegated manager selection and use of pooled vehicles rather than heavy direct security trading. The firm reports it is not an active ESG investor and is not designated as a multi-state adviser, which suggests a regional focus for client coverage and registration.

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Investments & Alternatives

Location & Offices