Services

With Eck, Getter & Greenwell Wealth Management you receive planning, investment management and personal service. Our team is committed to your long-term goals and we take extra care in spending time to understand your personal goals. Everything we deliver is built around a very disciplined and tactical approach.

Investments

Providing a comprehensive strategy for areas of personal finance; from accumulation, investment management, income distribution to wealth transfer.

Including:

Equities
Bonds
Mutual Funds, ETFs & Annuities

Retirement Planning

Planning for retirement involves two things: saving money before you retire and developing a strategy to live on the money you have saved.

Including:

Fixed Income Strategies
Envision®
IRAs, Roth & 401(k) Rollovers
Job Transition

Estate Planning Strategies

Find out how to get started with estate planning, including understanding the basics, organizing documents and naming beneficiaries.

Including:

Trusts
Life Insurances & Long Term Care
Gifting

Education Planning

Be sure to plan ahead and know your options if you plan to help your children or grandchildren with education costs – for college or private school.

Including:

529 Plans
Custodial Accounts

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

Investment and Insurance Products are:

Not Insured by the FDIC or Any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AZ, CA, CO, DC, FL, GA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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