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A wealth management firm centered on your needs.
You can count on Eagle Strategies to take a holistic approach to your financial goals.
Getting to know you.
Our first step: Learn about your objectives, both short and long term. We look at the way you live now, and where you would like to be heading—from your wealth-building years to retirement to the transfer of your wealth. We track how well you are meeting your goals, and are always in touch so we can adjust your strategy as your needs evolve.
Credentials you can trust.
Eagle Strategies is a wholly owned subsidiary of New York Life, giving us a parent with a powerful history going back more than 170 years.
Selecting an investment program that’s right for you.
You will find a broad menu of investment choices and customized solutions centered around your individual needs, risk tolerance, and investment time horizon.
Fund advisory program
A mix of mutual funds designed to meet your investment goals—efficiently and effectively.
Separately managed account (SMA)
An account overseen by investment managers who create portfolios of stocks and bonds using customized tax strategies. An SMA can be a core part of your financial strategy, or it can supplement other investments.
Rep-directed program
A strategy that deploys a customized portfolio of mutual funds, exchange-traded funds, and individual securities.
Unified managed account (UMA)
A single account that can combine multiple programs and strategies. With a UMA, you can see all of your investments in a single statement.
Let's customize a strategy that works best for you.
Tell us about yourself and we'll connect you with a financial professional in your area.
Learn more
It's always useful to learn a little more. Take a look at these helpful links.
Creating a financial strategy doesn't have to be scary.
You can take a number of practical steps to get your finances in order. It isn't hard.
Investment strategy and taxes.
Taxes can take a big bite out of your investment returns. Learn how to minimize the impact.
This five step financial strategy will help prepare you for the unexpected.
A sound financial strategy can help you with any curveballs thrown your way.
