Career Opportunities.
While we may work mostly with numbers, our firm is all about people. At Eaglerock Wealth Management, you will help individuals, families, and small businesses with financial planning, investment, and tax strategies to help them work toward their financial goals.
If you’re a motivated team player, enjoy helping people, and bring a background in finance, we’re always interested in hearing from you. Send us your resume and cover letter for consideration, and we’ll get back to you regarding a position that aligns with your experience and qualifications.
INDUSTRY INSIGHTS.
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...
When Does a Gift Require a Gift Tax Return, and Gift Tax?
With lifetime gift and estate tax exemptions at an all-time high, not as many taxpayers will be...