ECS Wealth Strategies
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About
ECS Wealth Strategies provides financial planning, benefits education, and advisory referrals primarily to individual clients, with a particular focus on federal employees who participate in its Government Employee Benefit Institute (GEBI) training. The firm is also a licensed insurance producer and offers insurance products alongside pension and federal-benefits consulting.
Rather than exercising direct portfolio management, ECS Wealth refers clients to unaffiliated third-party investment advisers and conducts due diligence on those managers before making recommendations. It assists clients with onboarding, periodic reviews of objectives and asset allocation, and can coordinate or attend meetings with the selected managers while providing ongoing planning support.
Distinctive for its peers, the firm combines regular educational workshops and pension consulting with insurance brokerage activity, creating advisory services that are integrated with benefits-focused training. ECS Wealth maintains a written referral arrangement with a single third-party manager and receives a portion of the manager’s advisory fees, a disclosed arrangement that poses potential conflicts of interest it says it monitors.
Client services
Expertise
Occupation focus
Main office
615 Piikoi Street, Suite 1503
Honolulu HI 96814
Advisors at this office
1
Most active in
Hawaii
Also doing business as
Ecs Wealth Strategies · Hart Financial Services, Inc
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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