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Our Team
We are a boutique private wealth management team that provides personalized solutions to high-net-worth individuals, families and business owners.
Our team is made up of:
- Estate planning experts
- Wealth planning strategists
- Investment planners
- Administrative professionals
- Licensed mutual fund and life insurance advisors
We also work with your existing team of legal and tax advisors to provide a seamless client experience.
At Eagle Wealth Counsel we are here to be your partner for the long term.
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Our Goal
Our team helps clients like you preserve, grow and then transfer their wealth according to their personal wishes. Our investment fund partners are backed by global strength and expertise.
We aim to offer the best of both worlds: boutique services and global strength.
Our goal is to deliver superior strategies to quantifiably increase your bottom line at all stages of your life and business, in real dollar terms.
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Our Advisory Planning Process
We make our planning process complete, intuitive and simple for clients in just 5 easy steps.
Regular check ins with clients are done through all phases of our advisory planning process.
