Eagle Wealth Management

The Right Advice is Everything

General Information
Company Name
Eagle Wealth Management
Founded Year
2008
Location (Offices)
Bend, United States +1
Founders / Decision Makers
Number of Employees
13
Industries
Financial Services, Insurance, Wealth Management
Funding Stage
-
Social Media

Eagle Wealth Management - Company Profile

Eagle Wealth Management, founded in 2008 and based in the United States, is a financial planning firm with a unique approach. Their slogan, "The Right Advice is Everything," reflects their commitment to providing comprehensive and personalized guidance to clients on their path to financial freedom. The company differentiates itself by offering holistic financial planning, always prioritizing the client's interests as fiduciaries, and focusing on education to build confidence. Their services aim to maximize clients' financial potential, provide greater control over their financial journey, simplify decision-making, and ultimately offer peace of mind. They emphasize continuous communication, trust, transparent fees, and the cultivation of long-lasting relationships. Eagle Wealth Management's focus on client success is evident in their approach, where they aim to work alongside clients, empowering them to enjoy life, spend time with loved ones, and feel secure in their financial plan. The company operates under the umbrella of My Legacy Advisors, LLC, doing business as Eagle Wealth Management. As of the latest available information, no specific details about recent investments or investors are provided. However, the company's dedication to guiding clients toward a secure financial future aligns with the potential for attracting investment as they continue to facilitate their clients' wealth management needs.

Taxonomy: financial planning, investment management, fiduciaries, holistic planning, retirement planning, life insurance, health insurance, tax management, estate planning, philanthropy, financial education, continuous communication, fiduciary services, transparent fees

Funding Rounds & Investors of Eagle Wealth Management (0)

View All

There is no investment information

Latest News of Eagle Wealth Management

View All

No recent news or press coverage available for Eagle Wealth Management.

Similar Companies to Eagle Wealth Management

View All
Summit Wealth Partners, LLC - Similar company to Eagle Wealth Management
Summit Wealth Partners, LLC Live a Well-Informed Financial Life.
Planning The Future, inc - Similar company to Eagle Wealth Management
Planning The Future, inc Your Legacy and Protection Start Today
PenLife Associates - Similar company to Eagle Wealth Management
PenLife Associates Transforming Lives Through Big Picture Planning
IMG Financial Group, Inc. - Similar company to Eagle Wealth Management
IMG Financial Group, Inc. Empowering Futures, Enriching Lives: IMG Financial Group - Your Holistic Financial Partner
The Norden Group - Similar company to Eagle Wealth Management
The Norden Group "Less about dollars, more about sense"​