About Eagle Strategies, LLC


About Eagle Strategies, LLC

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.

Human Capital

Eagle Strategies’ investment advisory approach goes beyond traditional asset allocation. We believe that assessing your future earnings capacity, or human capital, and integrating it with your current financial portfolio provides a clearer picture of your overall wealth.

Wealth Preservation and Risk Management

We understand that it’s important to preserve the wealth that you have created and accumulated. Your Financial Advisor will work with you to ensure you have the right wealth preservation strategy in place. They can help mitigate the impact of unforeseen events with guaranteed income products, life insurance, and estate planning services.