Investment Management

Strategic investing is one of the most effective ways to grow your financial resources. Each and every day, promising investment opportunities with the potential to change your future become available. However, without an Eagle eye on your side, you run the risk of overlooking profitable investments that could make all the difference for your long-term financial security. Take advantage of our Eagle Wealth consultants’ expertise to assemble a balanced, lucrative investment portfolio that serves you and the lifestyle you’ve worked so diligently to build. We carefully analyze the current market and economy in conjunction with your goals to curate versatile investment options. Our knowledgeable team is at your service to help you make wise decisions that keep you moving forward while ardently protecting your hard-earned assets and financial legacy.

Estate Planning & Legacies

Over the course of their career, many people dream of establishing a financial legacy that their family can enjoy for generations to come. That being said, Forbes reports that only 18% percent of people over the age of 55 have taken the necessary steps to secure their legacy — these actions include making a will, having a healthcare directive as well as durable power of attorney. With our knowledgeable Eagle Wealth professionals by your side, you can ensure that your loved ones will be taken care of as well as determine the best ways to utilize your remaining funds, all in a stress-free environment. Together, we will carefully evaluate your retirement expenses, update your estate documents and review the best ways to gift or donate money to people or causes that you care about.

Planning For Special Circumstances

Over the years, we have found that many of our cherished clients face similar financial planning decisions and life circumstances. However, having helped over 300 families in Atlanta and the Southeast, our team also has ample experience navigating unique situations and serving clients who may require additional care and attention. At Eagle Wealth Consulting, we are proud to offer tailor-made financial planning solutions that take your specific needs and goals into account. For example, if you have come to possess a highly appreciated or concentrated stock, we can help you find the best way to capitalize on your asset while dodging excessive taxes or potentially making the problem worse by holding the stock in perpetuity. When it comes to caring for your special needs family member, we can also offer you valuable guidance on leveraging Special Needs Trusts or ABLE accounts to secure your loved one’s future. No matter your situation, trust that you’ll always find a friendly face and helpful advice at Eagle Wealth Consulting.

Charitable Investments

We understand that contributing to worthy causes is one of your priorities. That’s why our highly competent consultants are eager to help put your resources to good use through impactful charitable investments. Working in tandem with your accountant or tax professional, we’ll show you how to achieve your giving goals as well as how to receive any tax benefits or advantages that may apply. Rather than donating to a deserving cause later in life, we can help you make meaningful charitable investments on a regular basis, affecting real change as you continue to establish your legacy.