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Strategic Partnerships
New York Life Insurance Company
Total Economic Wealth Advisors are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly owned subsidiaries provide life insurance, fixed annuities, and long-term care insurance. A mutual insurance company, New York Life is one of the largest mutual life insurance companies in the United States, and holds the highest financial strength ratings currently awarded to any U.S. life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody’s Investors Service (Aa1), Standard & Poor’s (AA+). (Source: Third-Party Ratings Reports as of 10/28/2025)
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.
Financial Planning
Through Eagle Strategies, we provide comprehensive, fee-based fiduciary financial planning services 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.
Investment Management
Our clients gain access to Eagle Strategies’ comprehensive investment platform, composed 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.
NYLIFE Securities
NYLIFE Securities provides clients with world-class brokerage services and investment options suited for your unique needs. NYLIFE Securities is a registered broker-dealer and a wholly owned subsidiary of New York Life Insurance Company.
The Nautilus Group®
The Nautilus Group® is an exclusive resource accessible to Member Agents working with affluent, high net worth and business owner clients. Nautilus provides a range of consultative services and technical case design to support its Member Agents in presenting estate, business, charitable, insurance and retirement strategies to their clients and their clients' advisors in these key areas: Family Protection, Estate and Legacy Planning, Business Succession and Exit Planning, Executive Benefits, and Philanthropy.
Ash Brokerage
Ash Brokerage is an unaffiliated privately owned, family-operated insurance brokerage general agency. Ash provides us with a multitude of products and support for life insurance, long-term care, disability income, and annuities, not available through New York Life or its subsidiaries. Our partnership with Ash complements our mission to provide our clients with objective solutions to suit their individual needs.