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Suddenly Single Wealth Management® When Major Life Change Requires a Financial Co-Pilot

1504 Viscaino Road, P O Box 963
Pebble Beach, CA 93953
Phone:
  • 831-645-9300

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Please feel free to contact us with any questions.

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Monthly Suddenly Single® Podcast

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Videos

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Monterey Peninsula Chamber of Commerce
Financial Services Excellence Award Winner*!

 

 

For this month's Suddenly Single®  Podcast, click HERE.

 

Hello.  My name is Kathleen Eckerson.  Or, like my clients and friends, you may call me Kathy.   I provide wealth management services in Pebble Beach and on the Monterey Peninsula. 


Suddenly Single Wealth Management® strives to be the most trusted and respected Women in Transition financial boutique on the Monterey Peninsula.  We are designed to address the needs of WOMEN who are Suddenly Single® , Turning Single and/or looking for a partner approach to their financial affairs.


You may wonder what drives me.  That's easy.  It is: 

     1)  Interesting and challenging opportunities,

     2)  Making-a-Difference in the lives of clients and heartfelt causes, like Make-A-Wish (which I brought to the Monterey Peninsula in 2000), and

     3)  Earning fair compensation for value provided.  I provide fee-based financial advice through an independent registered investment advisor (RIA).
 

What is wealth management?  No matter the size of your assets, the purpose of estate planning and wealth management is to allow you to use, control, manage, and grow your estate during your lifetime, then enable it to flow to your heirs or heartfelt causes without unnecessary conflict, delay, or expense. 

 

For a COMPLIMENTARY Financial Review contact Kathleen Eckerson at Suddenly Single Wealth Management® I look forward to talking with you.