Eaglerock Services
How do you manage to take control of your finances while also managing the bustle of life? When you prepare to hand down your family business, inherit money, leave a job unexpectedly, or start caring for aging parents, how do you know the next best move to protect yourself and those around you?
The answer: you might not. That’s why we’re here to help.
Financial
Advisor
Since 1998
Recognized as
a Five Star
Wealth Manager1 2023
Holistic
Wealth
Management 360º
We Are Eaglerock.
As an experienced, collaborative financial advisor in Newburyport, we integrate a holistic approach to managing and protecting your finances. Meaning, we will take a 360º view of your financial situation and craft a plan that addresses all aspects of your financial life, such as:
- budgeting and debt management
- saving for retirement and investing for your goals
- planning for major life events, such as buying a home or investment property, starting a family, saving for college, divorce planning, and selling a business
- protecting your assets with insurance
- estate + inheritance planning
No matter where you are on your journey, we’ll meet you wherever you are and guide you towards where you want to go.
Approachable.
Empowering.
Experienced.
Award Winning.1
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.
Retirement Planning
Focus on retirement readiness to ensure financial independence later in life, wealth transfer, and philanthropy.
Tax Strategies
Align tax savvy strategies with your personal financial goals and business ventures to keep more of what you earn.
Estate & Gift Planning
Gain perspective and advice on how to manage your estate and safeguard your family’s assets to leave a lasting legacy.
Health & Life Insurances
Factor wellness into your overall financial plan to ensure that your strategy evolves as your life changes.
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.
INDUSTRY INSIGHTS.
Stu Steinberg Receives Boston’s 2024 FIVE STAR Wealth Manager Award
NEWBURYPORT, MA – Stu Steinberg, CFP, CPA, MBA, owner and CEO of Eaglerock Wealth Management, a local...
A Financial Health Prescription for Physicians
Physicians have a lot going on financially. Between a truncated career as a result of lengthy education,...
To Port or Not to Port: Is Filing for Portability Right for You?
The option of portability when planning your estate could make a substantial difference come tax time, especially...
The Difference Between a Will and a Trust: Do You Need Both?
Putting together a well-thought-out estate plan is a necessary step to protecting the ones closest to you...
5 Self-Employment Financial Mistakes
If you work in a traditional job, managing your finances and taxes can be relatively easy. You...
When Does a Gift Require a Gift Tax Return, and Gift Tax?
With lifetime gift and estate tax exemptions at an all-time high, not as many taxpayers will be...