Wealth Management Inc

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220 Ridgedale Ave Ste A3
Florham Park, NJ 07932
+1 (973) 396-8626
https://www.eastcoastwealth.com

East Coast Wealth Management, Inc. is a trusted financial advisory firm based in Fort Myers, FL, offering comprehensive wealth management solutions and investment management services. With over 37 years of collective experience in securities brokerage, insurance, estate, and tax planning, the firm is dedicated to increasing client net worth, optimizing tax situations, and managing portfolios on a total return basis. Their open architecture platform allows for customized portfolios and the selection of independent investment managers based on client objectives, performance, reputation, and financial strength.

ECWM believes in establishing long-term relationships with clients, providing personalized financial planning and consulting services. Their expertise extends to investment planning, educational and retirement funding, estate planning, risk management solutions, and tax planning. By aligning the interests of the client and the wealth manager, ECWM aims to deliver the highest after-tax returns for varying levels of risk, ensuring clients' financial goals are achieved.

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