Advisory, planning, and protection under one roof, so the pieces of your financial life are built to work together rather than in isolation. Whether you are a new investor taking control of your financial future or a seasoned one looking to diversify, we are equipped to add value and confidence to what you are building.
Strategies to help you grow, protect, and pass on wealth through every stage of life.
Financial planning
Wealth management
401(k) and IRA strategy
Estate and asset protection planning
Charitable planning
Disability and extended-care needs
Services that address the financial needs of your business, and of the people who make it run, at every stage of its life cycle.
Executive benefits
Succession planning
Key person insurance
Funding buy-sell agreements
Funding deferred compensation
Retirement plans for the business and its people
Fee-based investment advisory and financial planning through Eagle Strategies LLC, a Registered Investment Adviser, held to a fiduciary standard.
Investment advisory services
Professionally managed portfolios
Financial planning
We identify your protection needs first, then determine which products can best help you meet your objectives.
Whole life
Term life
Universal life
Variable universal life
Survivorship life
Fixed annuities and income solutions
A plain-English introduction to private equity, private credit, real estate, infrastructure, hedge funds, and commodities, and whether they belong in your plan.
What alternatives are and why investors use them
The trade-offs to weigh before you act
Investor eligibility and other requirements
No cookie-cutter solutions. A repeatable six-step process, run around your actual life.
Review and analyze your full picture
Develop and coordinate a custom strategy
Implement, then monitor as life changes
“We take the time to educate you on the ins and outs of financial literacy, so you understand where your money is going and why.”
Most financial advice quietly assumes you already speak the language. We work with people who are producing serious income without an inherited playbook. If you recognize yourself below, you are in the right place.
Four years out of residency, finally earning, and staring at student loans, a benefits packet you never fully read, and a group disability policy that may not replace your income. We start with own-occupation coverage, the loan-versus-invest question, and a plan that catches up fast without cutting corners.
Equity that is worth a lot on paper and little in the bank, a co-founder relationship built on a handshake, and a liquidity event somewhere on the horizon. We plan for the day the wire hits before it does: concentrated stock, buy-sell funding, and what life looks like after the exit.
HVAC and contracting companies, dental and medical practices, agencies, franchises. Twelve employees, one manager you cannot afford to lose, and most of your net worth in a single asset. We turn the business into personal wealth without starving it, and make the exit a decision instead of an emergency.
RSUs vesting every quarter, a 401(k) you set up on day one, a deferred-comp election due next month, and company stock that has quietly become most of your portfolio. We optimize the benefits you already have and build a diversification schedule you can live with.
A sale, an inheritance, a signing bonus, or the raise that finally made it real. You want a plan before you make a decision you cannot undo, and you want it explained without being talked down to. Bring us the moment; we will bring the plan.
Earning more than anyone in your family ever has, with no one to ask. We teach as we go, from how much house to how the estate plan works, so the confidence is yours and the playbook gets passed down.
Every relationship starts with a complimentary conversation, and you will know exactly how we are compensated before anything is signed.
Planning and investment advice. Financial planning and investment advisory services are offered through Eagle Strategies LLC, a Registered Investment Adviser, on a fee basis: a planning fee, an asset-based advisory fee, or both, agreed to in writing and described in the Eagle Strategies Form ADV brochure you receive before you engage us. As a fiduciary for those accounts, we are required to act in your best interest.
Insurance and annuities. When a protection or income product is the right tool, it is offered through New York Life and its affiliates, and we are paid a commission by the issuing company. We will tell you that a recommendation is commission-based when we make it.
What you can count on. No fee to start the conversation. No pressure to buy anything. A direct answer, every time, to the question “how are you paid on this?”
Bring your questions, especially the ones you think you should already know the answer to. The first conversation costs nothing and commits you to nothing.