Grow, Manage, Protect and Transfer Your Wealth Across Generations

Experience in wealth management ensures seamless transitions and sustained prosperity for future generations.     

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By Steve Eckroth


Our Mission
Providing You With Our
Undivided Attention

Our mission is to empower ultra-high-net-worth families with strategic financial guidance, ensuring their wealth is preserved and enhanced across generations. Through tailored strategies and a commitment to integrity, we help clients achieve peace of mind and a prosperous future.

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What We Do 
Solving Complex Financial Challenges

We specialize in simplifying complex financial issues, providing clients with clear and actionable strategies. As a trusted family CFO, we navigate the intricacies of wealth transfer, legacy planning, and maintaining family harmony. Our personalized approach ensures that each client receives undivided attention and expert guidance.

Who We Help 
Serving Diverse Financial Needs

Multi-Generational Families

Multi-Generational Families

Preserving wealth while maintaining family values and social harmony across generations.

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CEO, Founders, and Entrepreneurs

CEO, Founders, and Entrepreneurs

Providing strategic financial planning to support business growth and seamless succession transitions.

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How We Help 
Comprehensive
Wealth Management Strategies

Our services encompass a wide range of financial strategies, including legacy planning, asset allocation, and business succession strategies. We leverage advanced tools like the Generational Vault for secure financial access and offer clients the flexibility to choose from a variety of independent portfolio managers, based on their risk tolerance and preferred investment strategies. Our approach addresses both immediate and long-term financial goals, emphasizing our independence in tailoring strategies to meet each client's unique needs.

Simplify Complex Finances

Transforming intricate financial matters into clear, manageable strategies for informed decision-making.

Personalized Guidance

Offering tailored strategies with direct access to the founder.

Sustainable Wealth Growth

Implementing strategies that protect and enhance wealth for future generations.

About Us
A Legacy of Trust and Expertise


Whispering Brook Capital, formerly Eckroth Financial Group, combines decades of experience with a commitment to integrity and the fiduciary standard. Our partnership with Gradient Investments, LLC* enhances our ability to deliver sophisticated financial strategies. Discover how our experience can support your financial journey and secure your legacy.

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*This endorsement of Gradient Investments, LLC is provided by an investment advisor who refers clients to Gradient Investments, LLC. A conflict of interest exists because this investment advisor receives a portion of the annual management fee charged by Gradient Investments, LLC, based on the assets under management of this investment advisor’s clients. This endorsement could assist in the investment advisor increasing the assets placed with Gradient Investments, LLC, and therefore their compensation. These investment advisors are not affiliated with or supervised by Gradient Investments, LLC

Get in touch 
Every decision you make
today can move you one step
closer to your goals

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Resources

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Inflation and Your Portfolio

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.
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Making Your Tax Bracket Work

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?
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The Cycle of Investing

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.
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The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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Ready To Get Started?

Schedule an appointment with our founder to start building a roadmap towards financial security and prosperity for you and your loved ones. Take the first step towards securing your future by booking a consultation with us today.

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