About The Nautilus Group®

About The Nautilus Group®

Nautilus Member Agents are a carefully selected group of industry professionals who work with affluent families and business owners on estate, business and charitable planning objectives.

Working hand in hand with the in-house team of professionals, Member Agents can provide their clients with state-of-the-art planning strategies and customized case analyses designed to enable clients to meet their goals.

The Nautilus Group® provides a range of consultative services and technical case design to support its Member Agents in presenting complex estate, business, charitable, insurance and retirement strategies to their clients and their clients’ advisors in these key areas:

  • Family Protection
  • Estate and Legacy Planning
  • Business Succession and Exit Planning
  • Executive Benefits
  • Philanthropy

Financial Planning and Investment Advice

Selected Member Agents of The Nautilus Group® also are affiliated as financial advisers with Eagle Strategies LLC, a Registered Investment Adviser. Although Nautilus does not provide financial planning or investment advice, Nautilus Member Agents who are Investment Adviser Representatives with Eagle may give investment advice and provide financial planning services.