NetworkยทFamily Office

Econ Wealth Management

Unclaimed

๐Ÿ“ HARRISBURG, PA

Family Officefinancial servicesmedia
www.econwealth.com/ โ†—

SEC CRD #801-104471

About

--> Econ Wealth Management | Harrisburg | Engage Plan Invest top of page Peace of mind and freedom to enjoy what matters most - built on a foundation of purposeful planning, authentic relationships, and... REAL. ACTIVE. SOLUTIONS. Contact Us Our Expertise Legacy Planning It s about the art of preserving wealth, values, and purpose for generations to come. We work closely with our clients and their families to ensure every detail reflects their vision and protects what matters most. From complex estates to multi-generational goals, we create strategies that bring clarity, continuity, and confidence to the future. Coordinated Estate Strategies Family Continuity and Education Objective-based Planning Retirement Planning It s about more than just saving it s about creating the life you have worked hard to enjoy. Through comprehensive wealth planning and advanced investment strategies tailored to your goals and needs, we help you build a clear path to lasting financial confidence. Our mission is simple: to give you peace of mind and the freedom to live without worry. Income Distribution Account Consolidation Goal-based Financial Plan Business Planning It s about empowering owners to protect, grow, and maximize the value of what they ve built. We work closely with business owners to design strategies that minimize taxes and strengthen every facet of their financial foundation. Acting as the bridge between your attorney, CPA, and insurance professionals, we ensure your entire team i

Key Contact

SE

STEVE ECONOMOPOULOS

MANAGING MEMBER/CCO

๐Ÿ“ž (717) 545-5870

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Geographic Focus

paunited states
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AUM

$232M

Location

HARRISBURG, PA

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