Modern Wealth Solutions

Driven every day to help you achieve what’s most important in your life, Echo45 Advisors delivers the latest wealth solutions to individuals, families and trustees. We mix high-tech and high-touch, leveraging advanced technology, white-glove concierge service and independent advice to meet you where you’re at and take you where you want to go.

We offer a variety of ways to help you manage your money
to achieve your goals throughout your life.

WEALTH MANAGEMENT SERVICES

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We support you with the next generation of financial planning.

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We work exclusively on your investment portfolio, providing access to our managed model portfolios.

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We get you started on the right path to investing with lower minimums and fees, and access to high-quality managed model portfolios.

SPECIALIZED SERVICES

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We close the gap between tax preparer and investment manager to align your goals and help optimize your wealth.*

Abstract geometric background with text "E45 Business Owner Services".

By taking your business into account, we can design an overall advantageous tax strategy.*

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As a fiduciary ourselves, we partner with you to provide independent investment solutions adhering to the Uniform Prudent Investor Act (UPIA) and financial planning to address the specific needs of the beneficiary.

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We provide extensive experience and resources to offer you security, flexibility, and expert support in crypto investing and wealth planning.

* Echo45 Tax & Estate is a separate entity from Echo45 Advisors. Both entities are under common ownership who stand to benefit financially if clients from Echo45 Advisors are referred to Echo45 Tax & Estate, as well as from Echo45 Tax & Estate to Echo45 Advisors.  No compensation is paid to either entity by the other for these referrals.

Meet the Team

  • A man in a suit with a neutral expression, against a gray background.

    Jon Henderson, CFP®, CRPC®, CBDA

    Lead Financial Advisor
    Owner/Founder
    Chief Investment Officer

    Meet Jon
  • Smiling man with a beard in a suit and white shirt on a gray background.

    James Sutton, AWMA®, CBDA

    Financial Advisor
    Director of Portfolio Management & Technology

    Meet James
  • Portrait of a smiling woman with long hair wearing a black and white striped shirt.

    Genecar Z. Vivo, CBDA

    Senior Client Concierge
    Director of Concierge Services
    Office Manager

    Meet Gen
  • A man in a suit and blue shirt smiling in a professional portrait.

    Cole Matsuura, CBDA

    Financial Advisor
    Director of Financial Coordination

    Meet Cole
  • Smiling man in a business suit against a gray background.

    Cory Lozow

    Financial Coordinator

    Meet Cory
  • Smiling person wearing glasses, a light gray shirt, and a blue tie against a gray background

    Jason Qiu

    Client Concierge

    Meet Jason
  • Smiling woman with long dark hair, wearing a black blazer, against a gray background.

    Monica Henderson

    Director of Marketing

    Meet Monica

Check Your List

Before taking off, pilots review an explicit checklist to help ensure a safe journey. It’s no different when setting your course with a wealth advisor.