Eagles Coast Wealth Management, LLC

Eagles Coast Wealth Management provides investment advisory and financial planning services to individuals — including high-net-worth clients — as well as corporations, pension and profit-sharing plans, charitable institutions, estates and trusts. The firm delivers ongoing portfolio management and customized financial plans, reporting at least quarterly, and manages roughly $50 million in discretionary client assets for a relatively small client base.

The firm’s process begins with a detailed intake and financial planning work to establish goals and risk tolerance, then applies fundamental, technical and cyclical analysis to construct portfolios that may include equities, mutual funds, fixed income, alternative investments and, where suitable, margin. Accounts are typically managed on a discretionary basis with periodic reviews and a stated emphasis on aligning investment recommendations with each client’s stated objectives and suitability profile.

What is noteworthy about this firm is that its advisors may also act as insurance agents and recommend or sell life, disability, long‑term care insurance and fixed or indexed annuities, receiving customary insurance commissions — a relationship the firm discloses as a potential conflict of interest. The firm also does not vote client proxies, recommends custody at Charles Schwab or Interactive Brokers, and reports that it manages only discretionary accounts and may employ margin and alternative strategies, features that may differ from many peers of similar size.