Imagine Wealth Without Worry

Helping you live a fuller life

Ever feel a little lost on your path to financial freedom?  Any financial planning firm can sell you a map and send you on your way.  We're different.  We walk beside you, guiding you along your journey.  Then, your focus can be about spending time with family and friends, enjoying life, feeling confident in your financial plan . . . and the contentment that comes with knowing you’ve found the strategic partner you’ve been looking for.

  Introductory Meeting — We offer a complimentary first meeting to get to know each other.  Since many of our relationships are lifelong, and often multi-generational, it's important to agree this is the right fit and worth investing our time in.  Let’s talk.

  Holistic Financial Planning — We take a holistic, deeply personalized approach to assessing true wealth, rather than using net worth as the measure of your financial status. Our services revolve around your life, so we broaden the conversation from asset management to life management. 

  Constant Communication — Markets going crazy? Don’t worry – you’ll still hear from us!  We proactively reach out, anticipating your needs, giving you peace of mind, and the expert advice you deserve.

  Education — This is your money . . . your future.  We explain complex topics in easy to understand ways, helping you feel empowered with confidence and clarity on the decisions you make about your future.

  Lasting Relationships — Our clients stay with us for the long-haul.  We develop close, long-term relationships based on mutual respect and trust.  The result — our business continues to grow not from advertising, but from happy clients referring us to their friends and family.

Bottom line — our job is to work hard to help you find greater peace of mind, and the only measure of our success is your successCall us to start a conversation.  We'll help you figure out where you stand and what steps are needed to achieve your goals.  You might even be surprised how far you've come!

Holistic Financial Planning — What You Can Expect



"I had no idea financial planning is supposed to be like this!". . . it's something we often hear from our new clients.  Usually their past experience in this industry involved advisors who said they provided comprehensive planning, but in reality they were only offering basic investing and insurance advice.  That's just the tip of the iceberg.  We’re different. We do SO much more.

Check our our Iceberg. You'll see There’s a big difference between a “financial planner” versus the CERTIFIED FINANCIAL PLANNERTM professionals and Retirement Specialists at Eagle Wealth Management.  That’s why people seek us out.  We have the skills and training to dive deep and create truly holistic, lifelong financial plans that enable us to give the right advice. . . and that means everything

Giving Purpose to your portfolio


Some people start off asking how we'll invest their assets, but we can’t answer that until we get to know you and hear your story.  After all, we can't fully help you if we don't understand who you are, where you've come from, and where you want to be.

That’s why listening always comes first for us.  Then we ask the right questions and dig deep into your entire financial life — uncovering your passions and priorities, finding hidden obstacles (and mitigating them), and creating opportunities to get you to your goals faster. 

Only then do we build your investment portfolio and your unique comprehensive plan focused on achieving your goals — the whole purpose behind your money.  It’s not about beating some index.  It’s about giving you a sense of freedom and financial security so you can focus on enjoying life’s moments instead of worrying about your money.


Beating some index diagram


Focus on your economy, not the economy


Focus on what you can control diagram

Do you know what really matters for your financial plan?  Let's face it.  There are lots of outside factors we just can't control . . . the economy, inflation, market volatility, interest rates, global unrest, etc.  It's hard to guess what will happen next and how to adjust your plan.

The good news is you don't have to try and control those things.  Instead, together we'll focus on areas we know we can make an impact on . . . tax strategies, managing risk, diversification, budgeting, and most importantly, smart, holistic planning.  Real results come from creating a plan that minimizes outside factors and stays focused on YOUR personal economy, not THE economy.

Your Financial Puzzle . . . Solved


Your financial life is like an ever-changing puzzle.  Our job is to delve deep and find the puzzle pieces, especially the hidden ones you hadn’t thought of yet.  The trick though is putting the pieces of the puzzle together in the most efficient, successful way, and that’s what we do best.

Our CERTIFIED FINANCIAL PLANNERTM professionals build creative, strong, and often complex financial plans.  It’s easy for us to understand the plans, after all, we’ve done this for years.  What’s really important here is making sure you understand it too.  That’s why we use our state-of-the-art Wealthview planning program to create a personal financial website for you to help simplify and explain your plan, and to make your life easier. 

Financial Portfolio design diagram


Features of our Wealthview Financial Planning Software:

  Organize  — Connect all your accounts for a consolidated view of your financial picture.

  Investments  —  Interactive charts to keep track of all your accounts 24/7.

  Financial Life Plan  —  View your plan and see if you’re on target to reach your most important goals.

  Track Expenses  —  Monitor your money and see how much you’re spending and saving.

  Vault  —  Safely store your most important financial documents.

Of course, as soon as you think your plan is all figured out, life happens and everything changes.  Don’t worry — we’ve got you covered.  Your plan is flexible and we’ll be by your side to help you make decisions when surprises happen. 

Download the Wealthview Security Overview and the Wealthview Summary