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Integrated And Independent


Your Finances Demand an Integrated Approach

In today’s financial environment, it’s simply not enough for a wealth manager to help high net worth individuals select the best investments. At EagleStone we understand this intimately.

Taxes and Wealth Building are Deeply Connected

A tax-efficient strategy is integral to investment portfolio management. Estate tax reduction is critical to asset preservation, and tax law changes impact long term-retirement independence planning. The bottom line is: prudent investment and financial decisions must be made while considering taxes and vice versa. EagleStone was founded to provide a total financial solution to savvy clients.

As both accomplished tax professionals and Certified Financial Planners, we offer clients an integrated total financial solution that focuses on wealth accumulation, asset protection and risk management.

The multi-disciplinary EagleStone team consists of Certified Financial Planners, CPAs, and professionals with JD and MBA credentials.

Our Independence Provides a Distinct Advantage

Our status as a fiduciary is at the core of our organization. We are financial stewards of client finances and our guidance is driven solely by what is in our clients’ best interest. We put the interests of our clients ahead of our own by stepping into their shoes and making decisions from their perspective. Our litmus test is the question: “Would we be comfortable providing the same advice to our family members?”

The Fiduciary Standard

Why is this important? We are bound to the Fiduciary Standard requiring investment advisors to always act in the best interest of the client and must always put the client’s interest ahead of their own. EagleStone Tax & Wealth is proud to uphold the Fiduciary Standard.

Our litmus test is the question: “Would we be comfortable providing the same advice to our family members?”


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