Invested in…Our Graduates!

Eagle Wealth Management |


Hello Eagle Wealth Community, 

All around the country students are preparing to embark on a new adventure.  It’s graduation season!

Have you ever wondered if a few pieces of good advice could’ve made a difference in life’s path?   We have, and that’s why we’re on a mission to help people along their financial journey. 

One of the benefits of being in the Eagle Wealth community is that your child or grandchild falls under our umbrella.  Your child or grandchild is able to speak with us and get answers to their big-money questions.  Whether they're preparing for a bachelor’s degree, graduate school, or braving the workforce, there's a lot of questions about what to do next.   

The Details

  • Give us a heads-up that you have a person in need of our help, then pass on our contact info.
  • They can call and schedule a 45-minute phone or video call with an Eagle Wealth team member to cover the following:


  • Access to simple budgeting templates and student loan worksheets.
  • A follow-up email with suggested action items as well as links to blogs, podcasts, and books to check out.

So, give your loved ones a leg up and encourage them to set a meeting with us now. 

Kind Regards,
Your Eagle Wealth Team

*Limited to Eagle Wealth community children or grandchildren


Thank you to those who joined us Wednesday for our webinar with City National Rochdale’s portfolio manager, Robert Meckstroth.  We hope you enjoyed the presentation and found it informative and helpful in understanding the current economic conditions.