Investment Management.
How does it feel not to worry about money?
It feels like driving with the top down to a parent-teacher conference, because you got the car you’ve always wanted without compromising your kid’s college fund. It feels like signing off from a day at work and boarding an international flight for the weekend, just because you can.
Eaglerock can help you achieve financial freedom by balancing today’s needs with tomorrow’s dreams.
We Are Eaglerock.
At Eaglerock Wealth Management, we understand that life’s demands leave little time to focus on big picture financial health. It’s our job to help. We will build you a personalized, diversified, tax-efficient investment portfolio to help you meet the needs of the present while preparing for a future of financial freedom.
We’ll work with you to find the right balance of risk and reward, while keeping an eye on your portfolio for ongoing refinements as needed—because taking control of your money means you don’t have to choose between meeting retirement goals later and achieving a work/life balance today.
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.
New Changes in 529 Plans Bring Greater Value for Families
Since their inception in 1996, 529 plans have long been regarded as a valuable college savings vehicle,...
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...