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For Individuals & Families


Our “One Firm” Approach Offers Comprehensive Options

As both accomplished tax professionals and Certified Planners, EagleStone Tax & Wealth Advisors 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 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 different offices. Alternately, clients have the flexibility to use one or all of our services or any options in between. Whatever best meets your needs.

Our services include:

Investment Portfolio Management
Wealth Accumulation
Tax-Efficient Investments
Estate Preservation Strategies
Retirement Planning & Projections
Financial Independence Studies
Alternative Investments
Philanthropic Giving
College Funding

Tax Strategies & Tax Preparation
Bookkeeping/Bill Pay Services
Divorce Financial Planning & Analysis

Generational & Succession Planning
Living Trusts
Pour-over Wills
Advance Health Care Directives

Risk Management Planning
Life Insurance Strategies
Long-Term Care Insurance
Disability Insurance


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