Eagle Wealth Strategies provides financial planning to successful individuals and families and focuses on lifetime income planning.
Welcome to our website. I’m Paul Tully, founder and owner of Eagle Wealth Strategies. We’ve been providing financial planning services to successful individuals and families for over 25 years. With a focus on lifetime income planning, our team has developed a comprehensive approach to providing our clients with customized, long-term strategies to meet their lifetime income goals and help establish their financial future. Our work is a goals-based process that includes all financial aspects of your professional and personal life.
Choosing a financial advisor is a big decision – one that comes with many questions. Here at Eagle Wealth Management, our professionals are ready to answer these questions and more.
First, you probably want to know how many years your potential advisor has been in the wealth management business.
You can feel confident in the fact that we’ve been advising clients for more than 25 years. So long, in fact, that we’re now privileged to serve the next generation of investors in many of our clients’ families. And with our next generation of financial advisors on board, we plan on serving our clients for years to come.
Second, you definitely want to know if your potential advisor has the necessary skills and knowledge to help plan your financial future in a market that’s anything but certain.
When it comes to financial planning expertise, all three of our advisors have earned the designation of CERTIFIED FINANCIAL PLANNER TM professional – a certification awarded to only a select number of financial professionals. Our advisors have satisfied rigorous educational and examination requirements of the CFP Board of Standards, and have agreed to adhere to its high level of ethical and professional standards.
Third, you also want to know how familiar they are in working with investors just like you.
Our client base is made up of pre-retirees and retirees, small business owners, high-net-worth individuals and women investors. We’re pleased to provide personalized plans tailored to the unique individual needs of this diverse group. With our years of experience complemented by our financial planning skills, we’re sure we can create a personalized wealth management plan just for you.
Eagle Wealth Strategies is Independent of Raymond James Financial Services, Inc. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. ©2015 Raymond James Financial Services, Inc., member FINRA/SIPC.