What We Do

At EKC Wealth Strategies, we believe in a different approach to financial planning. Unlike the traditional image of stock picking and market fluctuations, we focus on the tactical management of assets. With our partnership with the best money managers and insurance companies, we leverage the market's ups and downs to maximize the return for our clients.

For retirees, pre-retirees, and conservative investors, we don't believe that the traditional "Buy & Hold" and Asset Allocation Models are the best solution. In light of the 50% drawdowns experienced during the Great Recession, we have developed long-term strategies that aim to protect our clients' investments. Our insurance portfolio also plays a crucial role in increasing our clients' estates.

We are proud of the long-standing relationships we have built with our clients and their families. Our goal is to help protect our clients, and that is reflected in the trust they have placed in us. Our greatest reward is their satisfaction, and the referrals they make to their friends and family.

We are dedicated to providing personalized, low-risk, low-volatility investment solutions to help our clients achieve their financial goals.

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