Sophisticated Guidance. Personalized Service

When your assets reach a certain level, every decision matters more — and so does every risk. We work closely with high-net-worth clients to create evidence-based investment strategies that go beyond performance metrics and address:

Tax mitigation and asset location
Multi-generational wealth strategies
Investment policy creation
Business exit and reinvestment strategies
Risk-managed growth with purpose

Eagle Strategies

Customized Portfolio Management

Investment strategies tailored to your time horizon, goals, risk tolerance, and liquidity needs.

Capital Preservation Strategies

Advanced tools to reduce downside risk and preserve wealth through volatility.

Tax-Efficient Allocation

Optimize how and where assets are held to reduce taxable impact and enhance after-tax returns.

Generational Wealth & Estate Planning

Work closely with attorneys and CPAs to align investment strategies with trusts, foundations, and legacy goals.

Private Business Exit Solutions

Reposition assets post-exit and build tax-aware income streams with long-term vision.

Values-Aligned Investing

ESG, impact, and faith-based investing options tailored to your priorities and worldview.

About Eagle Strategies

Eagle Strategies is a Registered Investment Adviser and a wholly-owned subsidiary of New York Life Insurance Company. We are dedicated to providing you with investment advisory solutions to help you plan to achieve your future goals.

A relationship built on trust

Our business is personal. Your relationship with us is built over the span of decades and, sometimes, generations. A commitment like that requires a tremendous amount of trust.

Financial decisions are arguably among the most important decisions you will ever make. That is why you will often find yourself doing most of the talking when you meet with us. We must first understand your goals and concerns in order to help find the best possible solutions for your specific needs. This guidance is one of the most important and valuable services we offer, and it is how we earn and maintain your trust year in and year out.

You’ve Worked to Build It. Let’s Work to Protect and Grow It.

Private clients deserve more than investment returns — they deserve insight, discretion, and partnership. Let’s discuss how I can help you simplify complexity and elevate your wealth strategy.

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