Eagle Wealth Management, Inc.

Eagle Wealth Management provides discretionary portfolio management and investment advice to a mix of individual investors (including both non‑high‑net‑worth and high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, and small businesses. Financial planning is typically delivered alongside investment management rather than as a standalone service.

The firm tailors strategies to each client's objectives using technical and fundamental analysis and principles of modern portfolio theory, and it deploys a broad set of instruments including equities, fixed income, mutual funds, ETFs, options, leveraged ETFs, REITs, structured notes and warrants. Eagle Wealth Management requires discretionary trading authority and discloses that it does not combine multiple orders for the same security across client accounts, a practice that can lead to differing execution prices and transaction costs among clients.

Noteworthy operational and structural details include a relatively small asset base (approximately $13.1 million across 19 accounts as of December 31, 2025) and a stated $500,000 account minimum that the firm may waive in certain cases, which can affect onboarding and fee breakpoint calculations. The firm's president maintains external employment as a benefits analyst at a university system office, the advisory fee schedule is negotiable and household accounts may be aggregated for fee breakpoints, and the firm does not vote client proxies (clients retain responsibility for proxy voting).