Katevatis Wealth Management - Echelon Partners

Become a Member of Our Community

We are proud of the community that we have built with our clients and are always open to welcoming new members.

 

Our process is simple and effective. Whether you are looking for your first financial advisor, need a second opinion on your current investments or are open to a long-term wealth partner to continue your journey, we are happy to discuss your options.

How to Join our Community

Not quite ready for a conversation?

Discover our process in more detail. We’d be happy to send you a physical or email package to introduce ourselves and Echelon Wealth Partners to you. 


Request Our Introductory Package by Email 

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Let’s have a conversation

At your convenience whether over the phone, on a video-conference call or in-person, we’d love to discover what are your goals and how we can help you. 


Call to Book Your Consultation

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The Discovery

At this phase, you know who we are and what we are offering and would like to join our community. Now it’s our turn to get to you know you. We hold 1-2 meetings where we get to know your portfolio, family, investments and finances in more detail.

The Transfer

You’ve made the decision to join our community and we take the lead by starting the transfer of your current portfolio into the Echelon family. 

The Wealth Plan

Based on our meetings and discovery of your financial outlook, our team starts to build an in-depth wealth plan to put our expertise to work for you. Depending on your preferred financial services format this can include an Investment Policy Statement (IPS) for those that opt for Discretionary Portfolio Management or a wealth plan that outlines the most important short-term financial changes we would advise. 

Partners in Wealth

In our commitment to you as a member of our community, we analyze, adjust and keep in contact with you on a quarterly basis at a minimum. 


We will also provide opportunities to you to discover our other products that will be needed in your wealth journey including:

  • Wealth preservation strategies
  • Tax-effective investment strategies
  • Estate and Wealth Transfer planning
  • Retirement Planning
  • Alternative investments
  • And to meet your specific needs, whatever they may be. 

Schedule Today

Giving Back


We are proud to be part of a company that has been committed to giving back to the communities that it operates in. The Echelon Foundation was created to support Advisors in their communities and give back to those in need.

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What Community Means to Us

When we say we protect you, your family and your finances, we mean it in that order. We understand that life can offer some of the toughest challenges and the worst possible moments. We want to be there for our clients during these rough times to guide you to the best solutions.


Life doesn’t Match Planning

Sadly, life does not always go as planned. We have worked closely with many families to ensure that the long term plan is malleable and can change with reality. The plan will never be 100% accurate but it will be a foundation to build on.

 

Working Together for the Best Option

We always work collaboratively with our clients to ensure that their needs, ideas, and thoughts are addressed. We encourage to get as much of the family as possible involved in the process so that long term continuity is maintained.

A Healthy Outcome

A plan is about clarifying the current financial position and planning for the future. With a proper plan in place people can confidently enjoy life knowing all their needs are taken care of.

 

As your financial partners, we realize, our job is not singular in focus – to only build your wealth – yet it is to protect you and your most precious assets: Those You Love.

Not getting comprehensive services or the returns you deserve?

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