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Who We Serve
At Echo Wealth Partners, we offer personalized financial guidance to help you navigate life’s most complex financial decisions. Whether you’re managing equity compensation, going through a major life transition, or seeking to align your wealth with your values, we’re here to help you move forward with clarity, confidence, and purpose.
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Impact Investor
You believe that capital can be a force for good. You want your investments to reflect your values.
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Whether you're focused on gender and racial equity, improving public health, environmental protection, human rights, promoting peace, animal welfare or catalytic giving, we help you build an investment strategy that’s both financially sound and aligned with what’s meaningful to you. ​​
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What we help with:
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Value-aligned investing
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Direct indexing with impact screens
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Values-aligned private debt instruments
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Philanthropic giving & donor-advised funds
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Legacy planning with purpose
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02
Women in Science & Technology
You're breaking barriers and solving complex problems—but when it comes to financial planning, you want trusted guidance tailored to your unique journey. We understand the complexities of equity compensation, career transitions, time constraints, and work-life balance. We help you design a plan that supports both your ambitions and your peace of mind.
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How we help:
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Equity compensation & RSUs
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Tax-smart investment strategies
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Retirement & life planning
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Aligning money with mission
03
Healthcare Professionals
You spend your days caring for others—now it’s time to care for yourself and your financial well-being. Whether you're running a practice, preparing for early retirement, or managing significant income, we’ll help you create a comprehensive plan that supports your goals and protects what matters most.
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How we help:
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High-income cash flow planning
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Asset protection strategies
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Tax-efficient retirement plans
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Succession, estate, and legacy planning
04
Women in Transition
(Divorce & Widowhood)
Transitions can feel overwhelming—but you don’t have to go through them alone. We specialize in helping women reclaim clarity and control after loss or separation. With compassionate guidance, we help you organize, plan, and rebuild a secure financial future on your terms.
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How we help:
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Post-divorce financial reorganization
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Widowhood support & asset transition
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Cash flow & protection planning
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Redefining your vision & goals
05
Real Estate Investors
Whether you’re building a property portfolio or managing legacy real estate, we help you integrate your holdings into a broader wealth strategy that supports liquidity, tax efficiency, and long-term legacy planning.
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At Echo Wealth Partners, our flat-fee consulting model allows real estate investors to receive truly objective advice—without pressure to liquidate their properties or shift assets into products that don’t align with their goals.
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How we help:
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Real estate cash flow & exit strategies
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1031 exchange & capital gains planning
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Entity structuring & risk mitigation
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Integration with trust (Revocable Trust, CRT, CLT, ILIT, etc.), gifting, or DAF strategies
06
Cross-Border Korean-American Families
Whether you’re a Korean immigrant building a life in the U.S., a U.S. citizen with assets or family in Korea, or navigating intergenerational wealth and business interests across borders, we provide integrated financial planning tailored to your unique cross-border needs. Our team offers bilingual support and deep cultural fluency to ensure your goals are understood, respected, and effectively executed.
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How we help:
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Coordinate U.S.–Korea estate and inheritance planning
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Navigate dual-taxation and reporting requirements
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Structure cross-border gifts and real estate holdings
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Align financial strategies with immigration and residency status
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Plan for multi-generational wealth transfer with cultural sensitivity
