NEWBURYPORT, MA – Stu Steinberg, CFP, CPA, MBA, owner and CEO of Eaglerock Wealth Management, a local firm located in downtown Newburyport, is a recipient of Boston’s 2024 FIVE STAR Wealth Manager Award. Steinberg has received the FIVE STAR Award 12 years in a row for his professional excellence in the industry.
The FIVE STAR Award is presented to less than 15% of the advisors in the Boston area. This year, 4,421 Boston-area wealth managers were considered for the award; 580 (13% of candidates) were honored with the distinction of a FIVE STAR Wealth Manager.[1] Five Star Professional conducts market research to identify high-performing financial leaders in the field of advisory services in order to assist consumers in selecting a financial service professional based on an objective research methodology.
Stu brings over 30 years of combined tax and financial advisory experience to the North Shore. He offers customized investment management, retirement planning, and tax planning services to high-net-worth individuals, physicians, tech entrepreneurs, and small business owners.
“To me, wealth management isn’t just about numbers; it’s about people and their aspirations, their challenges, and their heartaches. I’ve had the privilege of being my clients’ partner through it all. Seeing them build secure futures, pursue passions, and navigate life’s changes—that’s what truly matters. But I’m pretty good at the numbers, too.”
Stu’s holistic approach comes from serving the North Shore community for decades, putting clients first and caring about the wellbeing of every business owner, caregiver, and retiree who walks through his door.
As a registered investment advisor representative with LPL Financial, Stu is a fiduciary with his advisory clients first and foremost, always acting in his clients’ best interest, helping them reach their goals with a personalized plan. He uses the latest technology to provide clients with private portals for secure transactions and up-to-date financial reports, so they can stay apprised of portfolio performance, budget tracking, and goal targeting.
Stu sees the bigger picture and collaborates with his clients’ other advisors—insurance, mortgage, legal, and banking—to create a seamless financial outlook for his clients, their business, and their family.
He serves on the Anna Jaques Hospital Finance Committee and enjoys contributing to an invaluable organization and supporting all that it does for the community. He has lived in Newburyport for almost 20 years and originally hails from Swampscott, MA. Skiing, golfing, hiking, and cheering on the WSU Huskies is how he spends his free time outside of work. He calls the South End home with his wife, Kristine, two daughters, and furry companion, Coco.
If you’re interested in learning more about Stu’s services, please contact him at stu@eaglerockwealth.net.
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
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 of 2013/2014/2015/2016/2017/2018/2019/2020/2021/2022/2023/2024 Five Star Wealth Managers.
