Eagle Strategies LLC
Eagle Strategies LLC is a Registered Investment Adviser and wholly owned subsidiary of New York Life, offering a comprehensive, fiduciary-based platform for financial planning and wealth management.
Grounded in trusted advice and long-term partnership, Eagle Strategies brings together advanced planning resources, professionally managed investment options, and innovative digital tools to help clients navigate life’s complexities and build a secure financial future.
Financial Planning
Eagle Strategies provides us with a comprehensive, fee-based fiduciary financial planning platform supported by a deep bench of in-house expertise. More than 90 experienced financial specialists provide the analytical rigor and guidance needed at every stage of the planning process. This includes dedicated Financial Planning Consultants and Specialists who help us assess your full financial picture, model solutions, and prepare detailed planning reports to support informed decisions. By combining personal guidance with Eagle’s specialized planning resources, we help clients navigate complex choices, adapt as life changes, and build a thoughtful, long-term financial path. Whether your priorities include protecting your family, preparing for retirement, planning a legacy, or addressing evolving financial goals, Eagle’s planning resources ensure each recommendation is grounded in sound strategy and aligned with your broader vision.
Investment Management
Our clients gain access to Eagle Strategies’ comprehensive investment platform comprised of professionally managed solutions—including mutual fund and ETF advisory programs, separately managed accounts, and unified managed accounts.
What sets Eagle apart is its rigorous investment due diligence process, overseen by a dedicated Investment Research team and supported by leading third-party research firms. Every investment manager on the platform undergoes continuous evaluation, including performance reviews, qualitative assessments, conference calls, and quarterly governance oversight by the Eagle Strategies Investment Committee. This disciplined process ensures that only managers with a defensible, repeatable, and sustainable edge remain available to clients.
The result is an investment offering built around some of the most thoroughly vetted managers in the industry, giving clients confidence that their assets are entrusted to professionals who meet Eagle’s highest standards of expertise, consistency, and stewardship.
Technology & Support
Eagle Strategies has partnered with industry leading technology organizations and financial institutions to help us deliver best-in-class financial solutions and provide superior client service.
eMoney
A comprehensive planning platform that enables advisors to model strategies, manage client investments, and track progress—while offering a secure, collaborative space for ongoing client engagement.
Nitrogen
A comprehensive planning platform that enables advisors to model strategies, manage client investments, and track progress—while offering a secure, collaborative space for ongoing client engagement.
Holistiplan
A comprehensive planning platform that enables advisors to model strategies, manage client investments, and track progress—while offering a secure, collaborative space for ongoing client engagement.
Envestnet PMC
A comprehensive planning platform that enables advisors to model strategies, manage client investments, and track progress—while offering a secure, collaborative space for ongoing client engagement.
WealthscapeSM
A comprehensive planning platform that enables advisors to model strategies, manage client investments, and track progress—while offering a secure, collaborative space for ongoing client engagement.
Goldman Sachs | Private Bank Select
A comprehensive planning platform that enables advisors to model strategies, manage client investments, and track progress—while offering a secure, collaborative space for ongoing client engagement.
Fidelity Investments
National Financial Services (NFS)
A comprehensive planning platform that enables advisors to model strategies, manage client investments, and track progress—while offering a secure, collaborative space for ongoing client engagement.