What Is Integrated Wealth Management?
Integrated wealth management at ETC is a multi-step process to assess your current financial health, identify any future financial hurdles and expenses, and jointly develop a plan to attain your identified goals. We provide scheduled, periodic meetings with you to ensure everyone stays on track in reaching your financial goals and continuously monitor your investments.
As your financial quarterback, we clearly set forward all directives you have for your future financial goals. We sell no funds, stocks, or bonds, although we match your investment objectives, time frame, and risk profile to a specific investment strategy. In order to increase your portfolio's potential, we team with seasoned and successful financial professionals to manage risk and enhance returns. Therefore, we oversee and work with a family of different professionals to diversify your portfolio by asset class and style until a satisfactory mix is achieved and agreed upon by you the client.
Our intent is not simply to duplicate other firms' products. Conversely, we aim to provide you a unique, high-quality service in an honest and open manner. We believe in doing things right, the first time.