About Eaglerock.
Eaglerock Wealth Management is not your typical wealth management firm. We don’t believe in a one-size-fits-all solution — we believe in personalized, actionable advice for wherever you are right now. We take the time to truly get to know you, in a collaborative, judgement-free setting.
Financial
Advisor
Since 1998
Recognized as
a Five Star
Wealth Manager1 2024
Holistic
Wealth
Management 360º
We Are Eaglerock.
Eaglerock is an independent financial planning and independent wealth management firm located in Newburyport, MA. We offer custom-built investment management, retirement planning, and tax planning services to high-net-worth individuals, physicians, tech entrepreneurs, and small business owners along the North Shore Community.
With decades of experience and the latest technology, we help you find balance between saving for the future and enjoying the present, overcoming challenges and writing the next chapter—because taking control of your money means meeting today’s needs with tomorrow’s dreams.
/ MEET STU STEINBERG, CFP, CPA, MBA /
/ FOUNDER + CHIEF WEALTH COACH /
Approachable.
Empowering.
Experienced.
Award Winning.1
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.
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 experienced advisor to help you sort out the financial and emotional complexities of receiving an inheritance after the loss of a loved one.
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...