Services
With Eck, Getter & Greenwell Wealth Management you receive planning, investment management and personal service. Our team is committed to your long-term goals and we take extra care in spending time to understand your personal goals. Everything we deliver is built around a very disciplined and tactical approach.
Investments
Providing a comprehensive strategy for areas of personal finance; from accumulation, investment management, income distribution to wealth transfer.
Including:
Equities
Bonds
Mutual Funds, ETFs & Annuities
Retirement Planning
Planning for retirement involves two things: saving money before you retire and developing a strategy to live on the money you have saved.
Including:
Fixed Income Strategies
Envision®
IRAs, Roth & 401(k) Rollovers
Job Transition
Estate Planning Strategies
Find out how to get started with estate planning, including understanding the basics, organizing documents and naming beneficiaries.
IncludING:
Trusts
Life Insurances & Long Term Care
Gifting
Education Planning
Be sure to plan ahead and know your options if you plan to help your children or grandchildren with education costs – for college or private school.
IncludING:
529 Plans
Custodial Accounts
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals