Flexible, customized investment solutions. For individuals, households and corporations.
A Comprehensive Service Offering

We build trusted and mutually respectful lifelong relationships with our clients by delivering individual wealth management solutions defined by exceptional service and shaped in a collaborative and dynamic environment.
As an independent private wealth management firm, our portfolio managers have the freedom to offer clients individualized approaches to managing wealth, with financial planning strategies, forward-thinking retirement planning advice, and access to specialized wealth services and products.
An Echelon Partners USA wealth management professional will work collaboratively with you through one of our customized wealth management platforms: Discretionary Portfolio Management, Non Discretionary Portfolio Management and Independent Financial Planning.
- Portfolio Management
- Advisory Services
- Financial Planning
- SIPC Coverage*
- Fixed Income
*SIPC Coverage provided through the qualified custodian, RBC Clearing & Custody as a member of SIPC, which protects securities customers of its members up to $500,000 (including $250,000 for claims for cash). For details, please see www.sipc.org.
Echelon Partners USA Inc. is an investment advisor registered with the U.S. Securities and Exchange Commission. All investment advisory services are provided to you through Echelon Partners USA Inc. More information about Echelon Partners USA Inc, Is available at https://www.adviserinfo.sec.gov/. Echelon Wealth Partners Inc. (“Affiliate”) is an affiliate of Echelon Partners USA Inc. Although our affiliate is referenced in this website, affiliate does not provide investment advice regarding securities on investment advisory services to any of our U.S. clients.