Health + Life Insurances.
Are you prepared to handle life’s unexpected detours with confidence?
At Eaglerock, we believe that achieving financial freedom also means managing risk, no matter what life throws at us. As part of our holistic financial planning approach, our team will review and advise on your insurance coverage—from health and life to property and disability—to protect you and your family from any unforeseen financial setbacks.
We Are Eaglerock.
Because life is full of uncertainties and challenges, exposure to risk can happen at any time. Whether it’s safeguarding your business against everyday hazards or potential lawsuits or ensuring adequate health insurance for your family in case of a medical emergency, Eaglerock will help you minimize the degree of loss associated with the unexpected occurrence.
Insurance planning is a key ingredient that should be woven into every financial plan. We will work with your agents or recommend qualified advisors to help protect your financial security and the continuity of your business.
Feel free to live the life you’ve been dreaming of. You can’t afford not to.
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
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...