About Eaglerock.

Eaglerock Wealth Management is not your typical wealth management firm. We don’t believe in a one-size-fits-all solution — we believe in personalized, actionable advice for wherever you are right now. We take the time to truly get to know you, in a collaborative, judgement-free setting.

Financial
Advisor
Since 1998

Recognized as
a Five Star
Wealth Manager1 2024

Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2024 Five Star Wealth Managers.

Holistic
Wealth
Management 360º

We Are Eaglerock.

Eaglerock is an independent financial planning and independent wealth management firm located in Newburyport, MA. We offer custom-built investment management, retirement planning, and tax planning services to high-net-worth individuals, physicians, tech entrepreneurs, and small business owners along the North Shore Community.

With decades of experience and the latest technology, we help you find balance between saving for the future and enjoying the present, overcoming challenges and writing the next chapter—because taking control of your money means meeting today’s needs with tomorrow’s dreams.

Our Approach

GO TO WORK FLY TO FIJI

/ MEET STU STEINBERG, CFP, CPA, MBA /

/ FOUNDER + CHIEF WEALTH COACH /

Approachable.
Empowering.
Experienced.
Award Winning.1

2024 Five Star Wealth Managers award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list.

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Whether you’re embarking on a new career path, transitioning into retirement, or experiencing an unexpected life change, we’ve got you covered every step of the way.

Our Services

Investment Management

Design and maintain a customized investment portfolio that aligns with your holistic, goals-based financial plan.

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Retirement Planning

Focus on retirement readiness to ensure financial independence later in life, wealth transfer, and philanthropy.

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Tax Strategies

Align tax savvy strategies with your personal financial goals and business ventures to keep more of what you earn.

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Estate & Gift Planning

Gain perspective and advice on how to manage your estate and safeguard your family’s assets to leave a lasting legacy.

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Health & Life Insurances

Factor wellness into your overall financial plan to ensure that your strategy evolves as your life changes.

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Inheritance Planning

Connect with an experienced advisor to help you sort out the financial and emotional complexities of receiving an inheritance after the loss of a loved one.

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INDUSTRY INSIGHTS.

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