Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
829 days old
General
Location
San Rafael, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$35,000,000.00
Gross Revenue
$275,000.00
# of Accounts
60
Avg Client Age
60
Overview

In 2017 the principals of Eckhoff & Co. (a 60 year mid-size full service accounting and tax practice) created Eckhoff Wealth Management, LLC (EWM) with the immediate goal of creating an integrated personal finance experience for clients. Now, one year later, we have the infrastructure and team in place for immediate growth.

As fiduciaries, Michele Hassid, CPA, Eric Briese, CPA and Bruce Frankel, MBA, CFP believe it is in the client's best interest to seamlessly provide all of their financial services together under one roof. Our groundbreaking business model, creates a financial “one-stop shop”. "After decades in the business we realize clients are tired of bouncing from one adviser to another trying to make sense of the advice they receive. Our combined team of 30 professionals are committed to working together to build and protect client wealth in one client experience.

COMPREHENSIVE AND INTEGRATED SERVICE FOR ONE FEE
Eckhoff Companies now provides comprehensive financial planning, investment management, tax planning, tax preparation, accounting services, audit and advisory/consulting services in one holistic plan. We have created fee-based packages providing clients with the opportunity to pay one fee for a suite of these services.

We manage assets primarily utilizing ETFs, individual securities and alternative investments as appropriate for the account and the client we are serving. We have a very streamlined investment management process using the latest technology for accurate rebalancing at minimal cost. Clients have the option of our strategic modern portfolio theory approach or our quantitative models to help mitigate volatility.

GREAT EARLY SUCCESS, BUT WE'RE JUST GETTING GOING
As you review our profile and consider other suitors, you will notice we do not have a large amount of assets under management. We started the firm in June 2017 and introduced the new practice into the marketplace shortly thereafter. We have been pleased by the response from current accounting clients as well as the public in general. We are frequently asked why this isn't just the normal model for accounting, tax and wealth management. As we all know there are a variety of reasons for this fragmentation, but the partners of Eckhoff Companies have come together to create a better experience for their clients.

OUR SPECIALTY IS WORKING WITH SUCCESSFUL ENTREPRENEURS AND MID-SIZE BUSINESS OWNERS
While we are great generalists working with individual clients, our clients primarily consist of successful business men and women, entrepreneurs and real estate investors looking to optimize their current situation, and plan for the future while protecting their wealth from unnecessary risk.

WE ARE COMMITTED TO YOUR SUCCESSFUL TRANSITION
We have successfully setup our firm with the best systems, technology, processes and people to proudly transition your clients to a group of people who will care for them as well and as thoughtfully as you have over the years. With offices in San Rafael, San Francisco and Petaluma we are ready to serve your clientele in a wide area of the San Francisco Bay Area.

Let's have a conversation to see if we are a good mutual fit for your transition. We want to help you create a plan so you can go on to the next phase of your life with peace of mind your clients are well taken care of for years to come.

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