Advice.
Ecclesia Capital Management (ECM) provides wealth management and financial planning services for individuals and families in our specific niche. ECM is a boutique registered investment advisory firm (RIA) registered in the states of Ohio & Michigan.
Wealth Management.
University Wealth Advisors LLC has custodial relationships with TIAA & Charles Schwab. This allows our firm to manage client employer plans, recommend portfolios in line with client suitability, and rebalance the portfolio as needed.
Financial Planning.
University Wealth Advisors LLC uses RightCapital to model clients’ retirement and financial plans. This allows clients to have a clear view of their situtation and what actions steps need to be taken to achieve their goals.
Our Services
Asset management & consulting services are available individually or in a bundled service. A cost discount is offered for engagement in both services.