Resources
Investment Management
Eagle Strategies LLC (“Eagle”) is a Registered Investment Adviser and an indirect, wholly owned subsidiary of New York Life Insurance Company, and is a provider of holistic investment advisory services. Our Financial Advisors leverage Eagle’s sophisticated wealth management platform, comprised of many of today’s leading investment managers, to design customized investment solutions to help address our clients’ unique investment objectives and risk tolerance levels. The breadth and investment knowledge of our Financial Advisors, coupled with Eagle’s diverse team of investment experts, allows them to provide the continuous financial guidance needed to help clients achieve long-term financial success.
Investment Advisory
Managing your wealth requires a clear understanding of your overall investment objectives. Eagle's comprehensive investment advisory capabilities utilize a disciplined investment approach that looks beyond traditional asset allocation, while addressing important factors such as risk tolerance levels and investment time horizons, to provide a clearer picture of our clients’ overall wealth.
Investment advisory services are offered through Eagle Strategies LLC, a registered investment adviser. All investments involve risks, including the potential loss of principal.
Small Business Solutions
Helping you keep up the good work.
Managing expenses, empowering employees, keeping it all going and still having time for all other important things – running your own business takes more than hard work. It takes insight, planning, and the ability to call on the right resources every step of the way.
It's about more than the bottom line.
As a business owner myself, I understand what your needs are.
Protect
You have worked hard to get where you are today. A variety of events can occur that could quickly threaten the success and stability of a business. From your business to your family, I can help you gain peace of mind.
Reward
Your team plays a key role in the success of your business. Whether you have partners, managers, staff, or all of the above, I can help you stay competitive to top talent by creating a rewarding work environment.
Plan
Since your business and personal lives are intertwined, it’s hard to imagine life without a business. In building a strategy, I will work with you to determine your goals for your future. I can help you ensure income for your retirement and continuation of your business.
Make it easy.
My job is to make your job easier. I help my clients find the optimal solution for their specific needs and budget. I offer complete and simple implementation to save you time and effort. With the resources and experts at New York Life, I can find the best solution for you and your business.