Economos Private Wealth is a financial services firm based in Danville, California, serving individuals, families, and business owners. Its approach centers on listening to clients, understanding their goals, risk tolerance, and time horizons, then developing structured strategies tailored to their circumstances. The firm describes its work as disciplined, research-driven, and supported by ongoing analysis and oversight.

Its services include portfolio management, retirement planning and income planning, guidance for high-net-worth investors, and Social Security claiming strategies. Economos Private Wealth also helps clients explore charitable giving approaches that may be tax-aware and aligned with their values. Its planning process has three stages: understanding a client’s financial picture, building a customized strategy, and implementing and reviewing the plan as life and market conditions change.

The firm also provides educational resources and financial tools covering topics such as investing, retirement, taxes, insurance, estate planning, and lifestyle decisions. Securities and advisory services are offered through LPL Financial, a registered investment advisor and member of FINRA and SIPC.