Today's Needs,
TOMORROW'S
DREAMS.
Eaglerock Joins Gateway Financial Partners.
Collaboration and innovation have never been more important. That’s why we’re excited to share that we’ve officially partnered with Gateway Financial Partners, a team that shares our commitment to delivering exceptional client service and forward-thinking strategies, with only the highest standards of integrity.
This partnership expands the depth of resources and support available to clients while staying true to the culture and values that have always guided our practice. Together, we’re positioned to meet the evolving needs of today’s investors with clarity, purpose, and a shared vision for the future.
We couldn’t be more excited for what’s ahead.
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.
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