Our Services

Holistic Wealth Management


Staying on target only matters when you're heading in the right direction. Learn more about our comprehensive wealth management and integrated investment strategies today.

Investment Advisory Services*

Through Eagle Strategies LLC we can help you navigate today’s complicated market environment and manage your wealth for the future, whatever may come.

Asset Allocation
We build your portfolio with a diverse mix of equity, fixed income, cash and specialty asset classes according to your specific investment strategy to help you reach your long-term goals and withstand unforeseen fluctuations.

Wealth Management
Whether you desire portfolio management from one of our many available professional investment managers or personalized portfolio construction from your adviser, we offer portfolios that are developed for your needs and objectives, continuously monitored and managed to help them keep pace with your evolving goals.

Portfolio Optimization
Integrating your insurance and investment decisions helps meet your protection needs.

 

Our comprehensive financial analysis of your assets, liabilities, cash flow, investment strategy and more helps you identify a clearer path to a prosperous future for you and your loved ones.

Risk Management
Even the best plans can’t predict the future. We provide risk management strategies that leverage various types of insurance to help you face life’s unforeseen circumstances and keep your goals on track.

Retirement Planning
We help you manage your retirement investments through different stages of life so you’ll be ready and able to achieve your ultimate dreams.

Education Funding
Children grow up so fast, and we can help their college funds grow along with them. With our help and the proper strategy, you’ll be prepared for any acceptance letter.

Charitable Legacy Planning
We offer help with maximizing your legacy to benefit your community and the organizations that mean the most to you.

Business Succession Planning
Be ready for anything, especially when it comes to protecting your company. We can help by providing smart solutions for your employee benefit, protection, and business succession needs.

Estate Conservation
We can help you maximize your family's interests with well-planned wills, trusts, life insurance, living wills and other end-of-life documents.

 

*Investment advisory services offered through Eagle Strategies LLC, a registered investment advisor.

No investment strategy can guarantee a profit or guarantee protection against loss. Neither Eagle Strategies LLC nor its Investment Adviser Representatives render tax, legal or accounting advice. Please consult your professional advisors regarding your particular situation. Any insurance recommendation or advice is given solely in an Investment Adviser Representative's role as an agent of New York Life Insurance Company or New York Life Insurance and Annuity Corporation.