Estate & Gift Planning

Estate + Gift Planning.

How does it feel knowing that you’re going to leave a lasting legacy and create a bright future for your loved ones and causes you’re passionate about?

It instills a sense of ease. With a well-structured estate plan, your hard-earned wealth can pass seamlessly to beneficiaries without getting bogged down by high taxes or tangled in legal red tape so that they can use it to chase their dreams, whether it’s launching a startup business, pursuing top-notch education, or simply living life to the fullest.

We Are Eaglerock.

Eaglerock Wealth Management is in the business helping you and your loved ones gain financial freedom—both now and for future generations. We help guide families step by step through the estate planning process to create, manage, and preserve their wealth, whether it’s through lifetime gift planning or seeing out legacy wishes to beneficiaries or charities of choice.

We understand the unique and oftentimes complex challenges families face—we’re here to untangle those concerns and map out a plan that leaves a positive, lasting impact for your loved ones and causes close to your heart.

Our Approach

VOLUNTEER TAKE A ROAD TRIP

Approachable.
Empowering.
Experienced.
Award Winning.¹

2024 Five Star Wealth Managers award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the ﬁnal list.

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Whether you’re embarking on a new career path, transitioning into retirement, or experiencing an unexpected life change, we’ve got you covered every step of the way.

Our Services

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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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 experienced advisor to help you sort out the financial and emotional complexities of receiving an inheritance after the loss of a loved one.

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