Eckhoff Wealth Management, LLC Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Eckhoff Wealth Management, LLC operates in the financial services sector as a company based in San Rafael, California. It is part of a broader collaborative model with MGO Private Wealth and its affiliated MGO CPA, offering a comprehensive suite of tax, advisory, and financial planning services to clients across the United States. The organization emphasizes a team-based approach that coordinates licensed professionals to address client needs, positioning itself as a practical resource for individuals seeking integrated wealth management and tax guidance. The firm operates on a small-team scale and sits within a market that includes large, established financial services players, aiming to provide independent, holistic support through its affiliated structures. Notable recent developments include leadership changes and the addition of a managing director to head family office services, reflecting ongoing organizational evolution within the broader MGO Private Wealth organization.

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