Family Wealth Management
You've worked for your family for years; shouldn't your money keep working for them? Our wealth management and retirement planning services take your unique situation into account to help provide a sound financial future.
Wealth Management Services
- Family wealth management consulting
- Comprehensive financial planning
- Ongoing plan monitoring and adjustment
- Tax strategies
- Estate planning
- College planning (529 plans, UTMA, etc)
- Wealthview financial aggregation software
Retirement Planning Services
- Retirement plans
- Distribution strategies and income
- PERS & pension plan consulting
Investment Management
- Investment advisory services
- Portfolio review and risk analysis
- Asset allocation
- Tax sensitive portfolio management
Insurance Services
- Risk assessment and protection
- Insurance planning
Philanthropy
- Charitable trust and gift planning
- Foundation & endowment investments
Contact us to learn more about Eagle Wealth Management and how our services may benefit you.