Advisors at this firm
Logan C
Series 65
Phoenix, AZ
Eckman Wealth Management, LLC
Logan Colwell is a financial advisor at Eckman Wealth Management, LLC in Phoenix, AZ, holding a Series 65 credential and beginning his advisory career in 2026. Prior to joining Eckman Wealth Management, he held roles in construction management and served with the United States Secret Service. Outside of financial advising, he co-owns and directs construction operations at Flaming Rooster Firestop Corporation and also provides tax preparation services through a separate business. Eckman Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and integrated financial planning, employing a top-down investment approach focused on asset allocation and long-term positioning. The firm offers additional consulting services, estate planning coordination, and tax-return preparation through an affiliated practice.
Clinton C
Series 65
Phoenix, AZ
Eckman Wealth Management, LLC
Clinton Carpenter is a financial advisor at Eckman Wealth Management, LLC in Seattle, WA, holding a Series 65 designation with 10 years of industry experience. He has been with Eckman Wealth Management since 2011. Outside of his advisory role, he operates a tax return preparation business through CLC Tax, LLC. Eckman Wealth Management is a fee-based registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management and integrated financial planning. The firm employs a top-down investment approach focused on asset allocation, primarily using ETFs alongside individual securities and mutual funds, with typically low turnover and quarterly monitoring.
Kristofer V
Series 65
Phoenix, AZ
Eckman Wealth Management, LLC
Kristofer Venezia is a financial advisor at Eckman Wealth Management, LLC with six years of industry experience. He holds a Series 65 designation and has a background that includes roles in media and broadcasting, such as hosting and producing podcasts for WNYC and freelance writing. Outside of advising, he is active as a freelance writer and podcast producer and occasionally serves as a per diem host for WNYC programming. Eckman Wealth Management is a fee-based registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management and integrated financial planning. The firm employs a top-down investment approach focused on asset allocation, primarily using ETFs alongside individual securities and mutual funds, with a generally low-turnover, long-term strategy.
Sasha A
Series 65
San Diego, CA
Eckman Wealth Management, LLC
Sasha Antman is a financial advisor at Eckman Wealth Management, LLC with six years of industry experience. He holds a Series 65 designation and has worked at firms including Thrive Portfolios and SimplyRich. Outside of his advisory role, Mr. Antman serves as a housing tester with the CSA San Diego County nonprofit and acts as an arbitrator for FINRA. Eckman Wealth Management is a fee-based registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management and integrated financial planning. The firm emphasizes a top-down investment approach focused on asset allocation, primarily using ETFs alongside individual securities and mutual funds, and maintains a generally low turnover, long-term investment strategy.
Daryl E
Series 63, Series 65
Phoenix, AZ
Eckman Wealth Management, LLC
Daryl Eckman is a financial advisor with Eckman Wealth Management, LLC in Phoenix, AZ, holding Series 63 and Series 65 licenses and totaling 39 years of industry experience. He has worked at Eckman Wealth Management since 2012, with prior roles including a 12-year tenure at Purshe Kaplan Sterling Investments and three years at First Choice Wealth Management. Outside of his advisory role, he is involved in the sale of fixed insurance products and manages a small farm land rental. Eckman Wealth Management is a fee-based registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management and integrated financial planning. The firm employs a top-down investment approach focused on asset allocation, primarily using ETFs along with some individual securities and mutual funds, and maintains a low-turnover, long-term investment posture.