Eagle Wealth Advisors

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Client assets under management

$164,122,638

Clients

101

31% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$1,624,977

About

Eagle Wealth Advisors LLC is an SEC-registered investment adviser that serves individuals (including high‑net‑worth clients), trusts, estates, charitable institutions and retirement plans, managing about $164 million for roughly 101 clients through a three‑advisor team. The firm provides discretionary and non‑discretionary portfolio management, financial planning, and occasional business consulting, and can place client assets with outside managers such as Envestnet for wrap‑fee accounts.

EWA customizes recommendations using a comprehensive Investor Profile Questionnaire that collects financial history, investment experience, risk tolerance and demographic information, and it applies proprietary analytical tools and commercially available optimization software to develop asset allocation strategies. The firm implements a range of approaches — strategic and tactical asset allocation, active and passive styles, tax‑managed techniques and, on rare occasions and at a client’s request, sustainable/ESG strategies — with periodic monitoring and reviews.

A distinguishing aspect noted in the brochure is that EWA’s advisory scope expressly includes insurance‑related vehicles, listing annuities, whole and term life insurance and “other commissioned products,” a feature that is less common among peers in this category. Other noteworthy details include no stated account minimums, use of Envestnet for certain managed accounts, and that the firm’s CEO has a long broker‑dealer background and disclosed outside business activities (Michael Riotto Design LLC and Brooklyn Heights Productions), all of which are addressed through the firm’s supervision and compliance procedures.

Client services

Financial planning Portfolio management

Expertise

ESG / Sustainable investing Passive / index investing Active portfolio management

Fee options

Percentage

Negotiable; on average ranges approximately from 1.00% to 1.50% annually

Main office location

Eagle Wealth Advisors

Westport CT, United States

Number of offices

Most active in

Connecticut · Florida · New York · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 860-462-0796

Advisors at this firm

Nicholas R

Series 65

Stamford, CT

Eagle Wealth Advisors

Nicholas Romano is a financial advisor at Eagle Wealth Advisors with two years of industry experience. He holds a Series 65 designation and previously worked at Deloitte and MRD Lighting. Eagle Wealth Advisors LLC serves individuals, trusts, estates, charitable institutions, and retirement plans, managing approximately $164 million for about 101 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and business consulting, using proprietary tools and a comprehensive investor questionnaire to tailor asset allocation strategies.

ESG / Sustainable investing Passive / index investing Active portfolio management

Lorne C

Series 65, Series 66

Sarasota, FL

Eagle Wealth Advisors

Lorne Claymore is an advisor at Eagle Wealth Advisors with Series 65 and Series 66 licenses and four years of industry experience. Prior to joining the firm, he worked at Edward Jones from 2014 to 2016 and has been a pilot for Allegiant Air since 2019. He is also the sole owner of Sarasota Waterways LLC, a tour operator based in Sarasota, Florida. Eagle Wealth Advisors serves individuals, trusts, estates, charitable institutions, and retirement plans, managing approximately $164 million for about 101 clients. The firm offers customized portfolio management and financial planning using proprietary and commercial analytical tools, implementing a range of investment approaches including strategic and tactical asset allocation, with occasional sustainable/ESG strategies at client request.

ESG / Sustainable investing Passive / index investing Active portfolio management

Joseph R

Series 63, Series 65

Westport, CT

Eagle Wealth Advisors

Joseph Romano is a financial advisor at Eagle Wealth Advisors with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Aegis Capital Corp for six years. Outside of his advisory role, he is involved in business development for a commercial lighting company and serves as CEO of a theatre and musical production company. Eagle Wealth Advisors is an SEC-registered firm serving individuals, trusts, estates, charitable institutions, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and business consulting, utilizing a comprehensive investor profiling process and a range of investment approaches tailored to client needs.

ESG / Sustainable investing Passive / index investing Active portfolio management

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