Broker Check

What We Do

When you think of financial planning, your mind probably jumps to the ups and downs of the market, the heart-racing emotions of picking stocks, and the stuffy, suit clad brokers. While this is one type of personal investing, we approach things a little differently at EKC Wealth Strategies.

We work with some of the best money managers and insurance companies in the world. We believe in Tactical Asset Management, which involves Private Wealth Managers going “risk off” to cash, taking advantage of the stock market if it goes up or down, and potentially earning money for our clients if interest rates increase or decrease.

For retirees, pre-retirees and conservative investors, we do not believe that “Buy & Hold” and Asset Allocation Models are appropriate. Considering that investor drawdowns/losses could be 50% in the S&P 500 as we experienced during the Great Recession, we implement different long-term strategies. Also, with our insurance portfolio, we can create powerful solutions to increasing your estate.

We have built our firm on the long relationships we’ve fostered with our clients and their families. Our greatest pleasure comes from helping you protect yourself and, as a result, we have built a strong reputation in our community. We are proud that our clients have trusted us since the beginning, and that they continue to refer us to others.