The Wealth Management Solution

The comprehensive financial planning system we offer effectively rivals those of our largest competitors with the distinct advantage of our personal service, availability and attention to each of our clients. This Wealth Management Solution, eMoney,  is a web-based wealth-planning tool that offers an aggregated, comprehensive view of a client’s financial portfolio, as well as features and functions that enable more comprehensive financial planning and concierge-level servicing of our clients’ needs.
Some of this system's features include:
  • A comprehensive Planning Center
  • Account aggregation allows you to view all of your account information in one place
  • A personal Client Financial Home Page enabling client/advisor collaboration
  • An interactive interface that enables simplified account monitoring
  • An online storage “Vault” to keep track of valuable documents
  • Alliance Partnerships to allow for collaboration with attorneys, accountants and other trusted advisors, at your discretion  

^Investment Advisory services offered as a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser



  • Social Security 101

    An overview of basic Social Security rules and options that are often misunderstood, whether workers are looking forward to claiming benefits in 1 or 30 years.

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