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.
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...