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Private Wealth Management

Private Wealth Management

As your company matures, wealth management will become an important component of your personal financial planning.  Whether you realize liquidity through an IPO, merger, acquisition, or secondary sale, we offer objective, customized wealth management solutions for your unique needs.

Products and services

Equity Compensation Planning

The review of income tax strategies associated with equity compensation is crucial. We're here to review and plan the diversification strategies that originate from equity compensation awards such as NQSOs, ISOs and RSUs.

Financial Planning

You work hard for your money. We can conduct a personal financial review to help you evaluate and determine how much you'll need to save to achieve your goals.

Investment Management and Brokerage Services*

We tailor investment proposals for our clients and are committed to providing the most effective solutions by way of an “open architecture” investment platform. This allows us to provide a broad range of brokerage, trading and custody services.

Retirement Planning

Your investible income is a reflection of the effort needed to build your company. Our wealth professionals can help you think through your retirement savings process and create a plan focused on a successful financial future.

Estate Planning

Along with legacy and philanthropic planning, we offer estate plan reviews and help you think through wealth transfer planning in the event of an IPO.

Trust Services

We take a hands-on, personalized approach to a variety of trust services — including administration, escrow, and custody services ­— managing sensitive matters with expertise, objectivity and thoughtful decision-making.

Eagle Invest**

We manage your investments for you, employing a long-term strategy to help you achieve your retirement goals. It’s automated portfolio management with a personal touch.

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