Our mission is alignment with client interests. Only through alignment with our client's needs can our firm build and maintain trust and respect. To this end, we limit the number of client families. This exclusivity allows us to focus on providing highly personalized service to individuals who have entrusted us to ensure sound wealth management strategies are implemented.
By understanding their personal situation and stage of life, we develop a strategy best suited for our clients. Our goal is to offer wealth management guidance for a select group of client families. This unique offering means that we're working to build client assets, not working to build a limitless, faceless client base.
By understanding their personal situation and stage of life, we develop a strategy best suited for our clients. Our goal is to offer wealth management guidance for a select group of client families. This unique offering means that we're working to build client assets, not working to build a limitless, faceless client base.
Services
We meet our client's needs by providing highly personalized, independent wealth management services with increased oversight, due diligence and professional guidance over a clients financial affairs. Our approach starts with a discovery meeting. We begin by understanding each family's unique objectives, goals, resources and constraints during a discovery process.
Highly personalized service with regular communication and reporting based on your specific needs, in a comfortable, accessible environment;. As a client of Ekaton, you will enjoy the satisfaction of having greater comfort and control over your wealth, working with independent wealth management professionals.
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