Skip to main content

Wealth Management

A different approach to protecting your business.

Home » Wealth Management

Wealth management provided by ECM Solutions.

ECM Solutions provides in-house resources and specialists for financial planning. Our experts can help you coordinate the many pieces of your financial life, and integrate them into a strategy to address both risks and investments.

Our approach to managing your risk exposures is a holistic one and we are committed to building long-term, trusting relationships. You’re in business for personal reasons. Our process includes an in-depth analysis and assessment for you and your management team; both for the business and personally. Our goal is to guide you on the right path to achieving your financial goals so you don’t worry about unexpected events.

ECM Solutions’ team can integrate all of the following into your financial strategy:

  • Financial Position
  • Investment Planning
  • Tax Minimization Planning
  • Protection Planning
  • Retirement Planning
  • Estate Planning
Request Information

ECM Solutions offers comprehensive wealth management options.

Wealth Management Information Request

As an independent agency, we offer multiple options at competitive prices.

  • Coverage will not be bound or changed until confirmed by a licensed agent.
  • This field is for validation purposes and should be left unchanged.

Close Menu
Charlotte, NC Insurance

4000 Park Road
Charlotte, NC 28209