Our Approach.
Eaglerock Wealth Management is in the business of helping you live a more balanced, financially free life—saving and preparing for the future while enjoying and appreciating the present. Our 6-step wealth planning process provides a glimpse into each phase of our ongoing approach to help design and protect your wealth.
We Are Eaglerock.
Our holistic approach comes from serving the North Shore community for decades, putting clients first and caring about the wellbeing of every business owner, caregiver, and retiree who walks through our doors. It’s assisting with tax planning and compliance on top of wealth management and introducing you to an insurance or mortgage broker to cover all your financial bases.
As a registered investment advisor representative with LPL Financial, we are fiduciaries with our advisory clients first, always acting in our clients’ best interest—we’re simply about helping you reach your goals with a customized plan that works for you, and all the people that matter to you.
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.
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
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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...