Echo Wealth Management

Founder Echo Huang leads the firm and, based on its boutique structure, is the primary decision-maker for client portfolios and overall investment strategy. The firm's website positions Huang as the architect of its integrated planning model. No separate CIO or investment committee is identified publicly.

The firm operates on a fee-based fiduciary model, meaning it charges directly for advice and management rather than earning commissions. Every client engagement starts with a complimentary 30-minute discovery call, followed by a 90-minute 'FIT Meeting' for qualified prospects. The firm explicitly integrates tax, estate, insurance, and investment planning in-house rather than referring these functions out.

The firm specializes in advising corporate executives on equity compensation—including restricted stock, stock options, and other incentive awards—alongside broader wealth management. Its planning process is built around the complexity that concentrated equity positions and executive benefits create. It also serves business owners and professionals who need integrated tax and estate planning.