Catamount Financial Advisors of Raymond James

Eks Wealth Management is a financial advisory firm located in Burlington, VT. With a team of experienced professionals, including George D. Ewins Jr., Richard J. Kowalski, Theresa R. Swett, and Faith E. Galusha, they provide personalized financial planning, investment management, risk management, and estate services. Their approach revolves around understanding their clients' unique goals and motivations, guiding them towards a balanced and fulfilling financial future. Eks Wealth Management believes in the power of experience, knowledge, and exceptional service to make a difference in their clients' lives. As a part of Raymond James, Eks Wealth Management offers a range of services, including banking and lending solutions, retirement planning, alternative investments, and institutional consulting. They also provide specialized assistance for business owners, corporate executives, and nonprofit organizations. With a focus on building customized financial plans and utilizing a proprietary investment process, Eks Wealth Management aims to help their clients achieve their personal and financial objectives.Generated from the website

Crowe established our Burlington office in July 2015 after combining with the accounting and consulting firm Saslow, Lufkin & Buggy LLP. The Crowe office in Burlington provides a range of services to clients that include property and casualty insurance carriers, captive insurance companies, various healthcare entities, and employee benefit plan clients.