Etico Wealth Management LLC is a financial services firm based in Utica, New York, that specializes in providing customized financial guidance for individuals, families, and business owners. With a strong focus on transparency and fiduciary responsibility, the firm offers a wide range of services including retirement planning, investment advisory, and wealth management solutions tailored to client goals. Their team of experienced financial professionals assists clients in building long-term strategies that align with their personal values and financial aspirations.
What sets Etico Wealth Management apart is their client-centered approach that emphasizes education, risk management, and personalized service. They serve a diverse clientele, including professionals, retirees, and entrepreneurs, offering solutions that adapt as client needs evolve. Additionally, the firm prioritizes ethical investment strategies and often incorporates sustainable and socially responsible investing (SRI) principles into client portfolios.
Involvement in the local community and a commitment to financial literacy are also key aspects of the firm’s mission. As an independent firm, Etico is not tied to proprietary products, allowing for truly unbiased advice tailored to each client’s best interest.
Website: https://www.eticowm.com
Key Services:
– Comprehensive financial planning
– Investment management and advisory
– Retirement income strategies
– Estate and legacy planning
– Small business financial planning
– Socially responsible and ethical investing
– Risk analysis and insurance planning
– Tax mitigation strategies
