Today's Needs,
TOMORROW'S
DREAMS.
Financial security is all about balance.
At Eaglerock, we take the time to get to know you, learn about your financial goals, and educate you on how to pursue them. No judgment, no decisions made without your input. Just customized, actionable financial advice that works for you and the people you care about.
With Clarity, comes confidence
As a valued financial advisor in Newburyport since 1998, we help clients feel empowered to take control of their money and find a more balanced financial future.
Holistic wealth
management services
Eaglerock provides fiduciary services to our advisory clients, first and foremost. We listen, educate, and act in your best interest, always. Come to us with everything you’ve got: dreams, debt, inheritance, heartache. We’ll meet you where you are and chart a course to where you want to go.
360º
Investment
Management
Design and maintain a customized investment portfolio that aligns with your holistic, goals-based financial plan.
Retirement
Planning
Focus on retirement readiness to ensure financial independence later in life, wealth transfer, and philanthropy.
Tax
Strategies
Align tax savvy strategies with your personal financial goals and business ventures to keep more of what you earn.
Estate + Gift
Planning
Gain perspective and advice on how to manage your estate and safeguard your family’s assets to leave a lasting legacy.
Health + Life
Insurances
Factor wellness into your overall financial plan to ensure that your strategy evolves as your life changes.
Inheritance
Planning
Connect with an advisor to help you navigate the financial and emotional complexities of receiving an inheritance.
INDUSTRY INSIGHTS.
New Changes in 529 Plans Bring Greater Value for Families
Since their inception in 1996, 529 plans have long been regarded as a valuable college savings vehicle,...
Stu Steinberg Receives Boston’s 2024 FIVE STAR Wealth Manager Award
NEWBURYPORT, MA – Stu Steinberg, CFP, CPA, MBA, owner and CEO of Eaglerock Wealth Management, a local...
A Financial Health Prescription for Physicians
Physicians have a lot going on financially. Between a truncated career as a result of lengthy education,...
To Port or Not to Port: Is Filing for Portability Right for You?
The option of portability when planning your estate could make a substantial difference come tax time, especially...
The Difference Between a Will and a Trust: Do You Need Both?
Putting together a well-thought-out estate plan is a necessary step to protecting the ones closest to you...
5 Self-Employment Financial Mistakes
If you work in a traditional job, managing your finances and taxes can be relatively easy. You...