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Our Services

Eckhoff Wealth Management, LLC takes a holistic approach to your current and long term financial health. We take the time to learn about the passion of your “why:” your reason for being. We get to know your family and your vision to provide for them both now and in the future. Together with you and our affiliated company Eckhoff and Company, CPAs and Advisors, we will develop your strategic action plan with the goal to maximize your wealth, minimize your tax liability and optimize your legacy.

Financial Second Opinion Service

We offer a complimentary financial second opinion analysis of your current portfolio. When you’re unsure of your current financial plan and whether it leads to your desired retirement lifestyle, seeking a second opinion is a logical next step.learn more

Wealth Management and Retirement Planning

Together with our sister company, Eckhoff and Company, we have the knowledge and experience to artfully assess your needs and recommend long-term strategies for tax, wealth, estate, asset protection and transition planning.learn more

Comprehensive Financial Planning

Along with Eckhoff and Company, we distill the information from your trusted advisors to develop a cohesive strategic plan. With this comprehensive financial planning, you feel empowered to act in the best interest of yourself, your family and your business.learn more

Let Eckhoff give you a second opinion.

Get a Financial Second Opinion