Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance and our training as financial professionals, we can help people better prepare for the future. After decades in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can effectively help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to help you develop a strategy to address your financial goals and objectives using the most efficient methods available.
A wealth manager should help you organize all the disparate parts of your economic life. Our technology enables us to see your financial life, create budgets for your living expenses, and store all of your critical financial documents in one place for safekeeping.
Echelon will hold you accountable for the goals you plan to implement. Our responsibility is to help you prioritize your goals from most to least critical while assisting you throughout the process.
Echelon will help you avoid making emotionally driven decisions. Instead, we’ll give you expert financial advice on making informed decisions, even when emotions such as market hype or fear drive you.
Being proactive is what separates success from failure. Echelon will anticipate your needs and bring innovative ideas to your attention.
Echelon will take the time to educate you about the decisions you face rather than just telling you the best course of action. You deserve to understand the choices that you are making.
Echelon will work with you rather than only working for you. We aim to have long-term relationships with you.
Founder & Principal
Scott grew up in New England and is well-traveled, visiting 45 countries. He has a Bachelor of Science in Business Administration, concentration in Finance, a minor in Economics from the University of Vermont, and a Master of Science...
Whether you invest in building wealth, protecting your family, or preserving your assets, our personalized service focuses on your needs, wants, and long-term goals.
Our team of professionals has decades of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.