Tax Strategies.
Is your financial plan optimized with tax-efficient strategies so you can keep more of what you earn?
Founder and Chief Wealth Coach Stu Steinberg, CFP, CPA, MBA brings the unique perspective of decades of tax planning for high-net-worth individuals, underscoring that every piece of advice is that much more informed.
We Are Eaglerock.
Eaglerock Wealth Management’s deep understanding of tax law and financial planning strategies offers a comprehensive, 360º view of your financial situation. We can help you identify opportunities to diversify your retirement income sources, optimize your sequence of withdrawals in a way that minimizes your tax burden, and reduce your estate tax liability to ensure that more of your wealth is passed onto your heirs.
With this holistic perspective, you can maximize every dollar and build financial security to live a more comfortable retirement, knowing that you have the rest of your life to master oil painting and spoil your grandkids, or take a up a new hobby that allows you to pursue your passion.
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...