Investment Management.

How does it feel not to worry about money?

It feels like driving with the top down to a parent-teacher conference, because you got the car you’ve always wanted without compromising your kid’s college fund. It feels like signing off from a day at work and boarding an international flight for the weekend, just because you can.

Eaglerock can help you achieve financial freedom by balancing today’s needs with tomorrow’s dreams.

We Are Eaglerock.

At Eaglerock Wealth Management, we understand that life’s demands leave little time to focus on big picture financial health. It’s our job to help. We will build you a personalized, diversified, tax-efficient investment portfolio to help you meet the needs of the present while preparing for a future of financial freedom.

We’ll work with you to find the right balance of risk and reward, while keeping an eye on your portfolio for ongoing refinements as needed—because taking control of your money means you don’t have to choose between meeting retirement goals later and achieving a work/life balance today.

Our Approach

CARE FOR PATIENTS LAKEHOUSE RETREAT

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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