Client Services

East Coast Wealth Management, Inc. (ECWM) offers Investment Management Services, Comprehensive Financial Planning and Wealth Management Solutions.

Investment Management Services

As an independent Registered Investment Adviser, ECWM offers investment advisory services under a fee based arrangement where independent investment managers and model portfolios are selected based on objectives of the client, manager style, performance, reputation, financial strength and well-articulated investment philosophy, reporting, pricing and research.

Comprehensive Financial Planning and Total Wealth Management Solutions

ECWM believes that wealth management involves more than investment and capital management.  The Firm strives to increase client net worth through the proper investment of portfolio assets, minimize taxes and concurrently protect client assets through proper risk management.  The client relationship is viewed as centric and ECWM provides an evaluation of cash flows, taxable and non-taxable investment portfolios, educational and retirement funding requirements, current insurance coverage and income tax situations. Opportunities are identified and customized recommendations are prioritized and implemented to reach the client’s financial, risk management and lifestyle goalsYour plan may specifically address the following areas:

  • Investment planning and selection, tracking of Independent Investment Managers and Separately Managed Accounts, Educational Planning and Funding
  • Estate Planning and Wealth Transfer
  • Risk Management solutions including life insurance, variable and fixed annuities, disability insurance and long-term care insurance
  • Tax Planning, including preparation and ongoing monitoring of the client’s tax situation

At the discretion of ECWM, various elements of the Financial Planning Services may be provided to Wealth Management clients for no additional fee and without obligation to accept other services.

Hourly Consulting

Hourly Consulting services are also offered to provide customized client solutions.

Company Investment Strategy

In depth interviews are conducted and the necessary documentation is obtained to determine the client’s risk tolerance and investment time horizon, goals and objectives. Utilizing an open architecture platform, portfolios are customized and independent investment managers are selected based upon the stated objectives of the client, as well as the investment managers’ style, performance, reputation, financial strength, reporting, pricing and research. The intended result is a professionally diversified portfolio with the appropriate time horizon that can deliver the highest after-tax returns for varying levels of risk.
Subsequent to portfolio establishment, performance versus target is tracked at periodic intervals selected by the client, which could be quarterly, semiannually or annually. This is conducted in order to ensure that the investment plan is on track to achieve the desired goals.

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