Inheritance Planning

Inheritance Planning.

What should you do after receiving an inheritance?

Inheriting money can be both a blessing and a bane. We offer a steady hand to help you navigate it all—from calculating and minimizing inheritance tax to structuring family and marital assets to investment and debt management.

When you’re faced with a crossroad, financial guidance doesn’t have to be out of reach. We’ll help you with your needs right now and plan for your dreams tomorrow.

We Are Eaglerock.

At Eaglerock Wealth Management, our solutions are shaped by over 25 years of experience in tax efficient wealth transfers, comprehensive investment strategies, charitable giving planning, and intra-family financial goal setting. We understand the inherently complex financial and emotional layers that result after receiving an inheritance and will guide you to make decisions based on what matters most to you.

Bring us everything you’ve got, and we’ll meet you where you are and chart a course to where you want to go.

Our Approach

TEACH THE NEXT GENERATION SUPPORT A CAUSE

Approachable.
Empowering.
Experienced.
Award Winning.¹

2024 Five Star Wealth Managers award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the ﬁnal list.

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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.

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Retirement Planning

Focus on retirement readiness to ensure financial independence later in life, wealth transfer, and philanthropy.

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Tax Strategies

Align tax savvy strategies with your personal financial goals and business ventures to keep more of what you earn.

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Estate & Gift Planning

Gain perspective and advice on how to manage your estate and safeguard your family’s assets to leave a lasting legacy.

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Health & Life Insurances

Factor wellness into your overall financial plan to ensure that your strategy evolves as your life changes.

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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.

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