Ekaton Wealth Management

Ekaton Wealth Management is a boutique firm offering personalized wealth management guidance to a limited number of private clients and their families. Founded on the principles of trust, integrity, a sound philosophy, and alignment with client interests, we are committed to building enduring relationships with our clients.

Our Approach

Our approach to wealth management starts with a discovery meeting. During this meeting, we take the time to understand each family's unique objectives, goals, resources, and constraints. We work collaboratively with clients to develop a customized plan that meets their individual needs. Our services include:

- Investment Management

Guided portfolio construction, risk management, and ongoing performance monitoring.

- Tax Planning

Tax optimization strategies for individuals and families, including retirement planning, capital gains management, and estate planning.

- Estate & Succession Planning

Creation of comprehensive estate plans and succession strategies to ensure the smooth transfer of wealth to future generations.

- Insurance Planning

Review of your insurance coverage and identification of potential risks.

- Philanthropy & Governance

Assistance with establishing and managing charitable donations and understanding governance procedures.

Our Values

At Ekaton, we believe in:

• Client-centered approach: We prioritize understanding and fulfilling your unique wealth management needs.
• Integrity and transparency: We maintain the highest ethical standards and full disclosure in all our dealings.
• Sustainability: We take a long-term approach to wealth management, considering the impact of your investments on the environment and society.

Our Commitment to the Community

We are proud to actively support and contribute to our community through our involvement with various charitable and community organizations. We believe in giving back to the community that has supported us.