ECS Wealth Strategies

Overview

ECS Wealth Strategies is an independent, privately owned registered investment adviser organized as a corporation. The firm describes itself as a capital allocator serving both individual and family clients as well as institutional relationships. Its billing model is a percentage-of-AUM fee arrangement. Advisory services that the firm lists include financial planning, pension consulting, running educational seminars or workshops, and the selection of outside advisers. In addition to advisory work, ECS Wealth Strategies conducts insurance brokerage and other financial product sales, indicating it combines fee-based portfolio management with product distribution. The firm does not identify itself as an active ESG investor and is not noted as operating across multiple states.

Assets & Accounts

Investments & Alternatives

Location & Offices