Modern Wealth Solutions
Driven every day to help you achieve what’s most important in your life, Echo45 Advisors delivers the latest wealth solutions to individuals, families and trustees. We mix high-tech and high-touch, leveraging advanced technology, white-glove concierge service and independent advice to meet you where you’re at and take you where you want to go.
We offer a variety of ways to help you manage your money
to achieve your goals throughout your life.
PLANNING-BASED SERVICES
We support you with the next generation of wealth management.
We serve as your comprehensive wealth partner to address all your financial concerns, including tax and estate planning.
INVESTMENT SERVICES
We work exclusively on your investment portfolio, providing access to our managed model portfolios.
We get you started on the right path to investing with lower minimums and fees, and access to high-quality managed model portfolios.
SPECIALIZED SERVICES
We close the gap between tax preparer and investment manager to align your goals and help optimize your wealth.
As a fiduciary ourselves, we partner with you to provide independent investment solutions adhering to the Uniform Prudent Investor Act (UPIA) and financial planning to address the specific needs of the beneficiary.
We provide extensive experience and resources to offer you security, flexibility, and expert support in crypto investing and wealth planning.
Meet the Team
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Jon Henderson, CFP®, CRPC®, CBDA
Lead Financial Advisor
Owner/Founder
Chief Investment Officer -
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Nannette Kamien
Financial Advisor
Director of Planning Services -
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James Sutton, AWMA®
Financial Advisor
Director of Portfolio Management & Technology
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Steven Ravlin, CFP®
Financial Advisor
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Genecar Z. Vivo
Senior Client Concierge
Director of Concierge Services
Office Manager -
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Cole Matsuura
Senior Planning Coordinator
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Monica Henderson
Director of Marketing
