A complete list of active advisors currently associated with Echelon Private Wealth LLC

Warmer can help you find a great advisor at Echelon Private Wealth LLC or one who fits your needs even better.

Echelon Private Wealth provides comprehensive wealth management and financial planning to individual and high‑net‑worth clients, combining discretionary portfolio management with standalone asset‑allocation advice. The firm integrates planning and investment implementation and uses options strategies (put‑writing and call‑writing) for a portion of client accounts. Investment decisions are informed by a mix of approaches — including modern portfolio theory, fundamental, technical and cyclical analysis — and accounts are monitored with periodic formal reviews. For qualified clients, the firm offers performance‑based fee arrangements tied to overall account appreciation and employs high‑water‑mark provisions and written trade‑allocation procedures to mitigate related conflicts. What distinguishes the firm compared with many peers is its willingness to provide performance‑based compensation structures and to implement option‑writing strategies as part of some client programs, practices that introduce additional risk considerations the firm documents and discloses. The firm does not sell insurance or receive insurance commissions (it may review existing policies only as part of planning), and a firm principal also serves as a FINRA arbitrator in an independent capacity.

To learn more about the advisors currently working at Echelon Private Wealth LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Scott Cadieux	Scottsdale, AZ	27

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