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For Foundations & Endowments


EagleStone Tax & Wealth Advisors’ Certified Financial Planners offer individual investors and their families a “one-firm” financial solution. The complexities of your financial options make it even more critical to consider both prudent investment decisions and tax implications. Effective tax planning is integral to wealth preservation to protect from unnecessary taxes. When you align with EagleStone, you no longer need four different advisors who do not communicate with one another. With investments, taxes, insurance, and estate planning all under one roof, the client is no longer caught in the middle of four different offices. Alternately, clients have the flexibility to best meet their needs by using one or all of our services or any options in between.

Investment Policy Statements
Asset Management


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