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.

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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.

About

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.

Services

360º

Investment
Management

Design and maintain a customized investment portfolio that aligns with your holistic, goals-based financial plan.

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Retirement
Planning

Focus on retirement readiness to ensure financial independence later in life, wealth transfer, and philanthropy.

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Tax
Strategies

Align tax savvy strategies with your personal financial goals and business ventures to keep more of what you earn.

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Estate + Gift
Planning

Gain perspective and advice on how to manage your estate and safeguard your family’s assets to leave a lasting legacy.

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Health + Life
Insurances

Factor wellness into your overall financial plan to ensure that your strategy evolves as your life changes.

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Inheritance
Planning

Connect with an advisor to help you navigate the financial and emotional complexities of receiving an inheritance.

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Discover how Eaglerock
can help you
plan for
what’s next.

Our Approach

INDUSTRY INSIGHTS.

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