Planning and Fiduciary

To build an investment strategy around your expectations, we have to understand your unique situation: your goals, risk profile, timeline and tax implications. To do that, we’ll sit down and look at things from a number of angles.

Financial Planning

Your entire financial picture should inform and inspire your individual investment strategy. We bring it into focus.

Estate Planning

We can help protect your family’s wealth now—and for generations to come.

Fiduciary Services

Eton Capital Group manages and administers trusts and estates—either as the trustee, executor or as agent for the designated fiduciary.

Family Wealth Services

Assure your family’s security such as providing for your children’s education.

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