Our mission is alignment with client interests. Only through alignment with our client's needs can our firm build and maintain trust and respect. To this end, we limit the number of client families. This exclusivity allows us to focus on providing highly personalized service to individuals who have entrusted us to ensure sound wealth management strategies are implemented.
By understanding their personal situation and stage of life, we develop a strategy best suited for our clients.
Our goal is to offer wealth management guidance for a select group of client families. This unique offering means that we're working to build client assets , not working to build a limitless, faceless client base.
Ekaton is a wealth management firm providing wealth management guidance to a limited number of private clients and their families.
Ekaton has been built on the principles of trust, integrity, a sound philosophy, and alignment with client interests. Our mission is focused on client alignment.
We feel a great deal of pride for our community. We have a deep commitment to our community. Through our work with various charitable and community organizations we give back to the community that has given us so much throughout our lives.