Wealth Management

Plan, invest, and grow your wealth with the personal guidance of a trusted financial advisor.

Strategic Wealth Building with Personalized Support

Through Eagle Strategies, a registered investment adviser and subsidiary of New York Life, you gain access to a full spectrum of wealth planning and investment services.

Holistic Planning – Align your financial strategy with every aspect of your life and goals

Dedicated Relationships – Work with an advisor who takes the time to understand you and your future

Trusted Credentials – Registered investment advisors (RIAs) who put your best interest first

Diverse Investment Options – Choose from programs tailored to your risk profile and investment goals

Fund Advisory Program – Professionally managed mutual funds and ETFs in one account

Separately Managed Account (SMA) – Personalized portfolio of individual securities

Rep-Directed Program – Advisor-managed portfolios using mutual funds and ETFs

Unified Managed Account (UMA) – All-in-one account that blends various strategies and assets

Your Wealth, Your Vision—Expertly Managed

Planning for the future is easier when you’re not doing it alone.

With Eagle Strategies, you get more than just investment recommendations—you get a personalized plan built around your life. Your advisor will listen, learn, and design a strategy that flexes with your needs. Whether it’s retirement, growing your assets, or managing market risk, every part of the plan is tailored to your goals. From mutual fund portfolios to fully integrated investment solutions, Eagle Strategies offers the flexibility and experience to support your long-term success.

Because real wealth isn't just about growth—it's about peace of mind.

Schedule a Consultation Today

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929-561-5705