Retirement Planning.
What does it feel like to be financially secure in retirement?
It feels like freedom. The freedom to travel, to pursue your hobbies, and to spend time with your loved ones. It’s the freedom to live your life to the fullest.
For over 25 years, we’ve been helping clients map out and navigate every aspect of their personal finances, using a holistic planning approach that aligns every piece of the puzzle with their retirement goals.
We Are Eaglerock.
At Eaglerock Wealth Management, we will work with you to develop a budget, manage your investments, and minimize your taxes so that you can live comfortably in retirement but also enjoy yourself today—because taking control of your money means you don’t have to choose between meeting retirement goals and pursuing a lifelong passion.
Retirement planning is an essential part of your financial plan, but it doesn’t have to be complicated. With a little planning, you can achieve your financial freedom in retirement and revel in a worry-free retirement.
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
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