Eagle Wealth Strategies

Eagle Wealth Strategies provides wealth management, investment management, and financial planning to individuals (including high‑net‑worth clients), trusts, estates, businesses and charitable organizations, and also offers consulting services for brokerage customers. Services include discretionary and non‑discretionary portfolio management using model portfolios, retirement account advice, and access to credit management solutions through third‑party intermediaries.

The firm operates as a fiduciary and employs a primarily fundamental, long‑term investment approach, building portfolios largely from low‑cost, diversified mutual funds and ETFs alongside individual equities and other instruments as appropriate. Eagle Wealth Strategies monitors accounts on an ongoing basis, may trade short‑term for rebalancing or client objectives, and supplements its internal research with support from an independent third‑party investment consulting firm.

Distinctive for a team firm, Eagle Wealth Strategies is affiliated through common control with Aerie Tax & Advisory, LLC, an accounting and tax services provider; the brochure discloses that the firm may refer clients to Aerie and pays the base tax filing fee for clients above a specified asset threshold, a relationship the firm identifies as a potential conflict of interest. The firm also discloses arrangements to provide consulting to brokerage customers through MSI and to refer clients to credit management providers for which it may receive nominal referral revenue, and it maintains an institutional custody relationship to support its advisory operations.