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.


Providing a comprehensive strategy for areas of personal finance; from accumulation, investment management, income distribution to wealth transfer.


  • 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.


  • 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.


  • 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.


  • 529 Plans
  • Custodial Accounts