About Eagle Strategies LLC

About Eagle Strategies LLC

Eagle Strategies specializes in customized financial solutions. Your individual strategy is crafted to ensure flexibility and resiliency to changes in the economy and tax laws, as well as your own changing needs throughout your life. From investments and asset allocation to protecting your earnings and other insurance needs, we help you gain control over every aspect of your financial life with our Lifetime Wealth PortfoliosSM wealth management platform and holistic financial planning services.

Financial Planning

Eagle Strategies LLC, A Registered Investment Adviser, offers an objective approach to financial planning. The strategies we recommend will be customized to address your personal circumstances and objectives. You may choose to work with me on a more comprehensive basis, or limit the scope and focus of your plan to address just a few planning concepts.

Investment Advisory Services

Eagle Strategies offers a number of fee-based asset management programs, helping to ensure that our interests are aligned with yours: Protecting and growing your investments.

Through our asset management partnerships, clients of Eagle Strategies have access to separately managed accounts and mutual fund wrap accounts. Our programs provide quarterly performance reports and consolidated statements, ongoing monitoring and a comprehensive, annual fee based upon a percentage of assets under management. Other miscellaneous charges may apply.

Please see "Our Services" for detailed information on what's available at Eagle Strategies LLC.