Our Services
EA Wealth Management serves clients with financial planning, investment management, insurance, and protection. We deliver confidential, tailored guidance that respects clients' time and expertise, addressing complex financial needs from portfolio optimization to risk management and legacy planning.
Our services.
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Financial Planning
Reaching your goals and working towards pursuing the financial well-being you seek requires creating a through, integrated life plan. Financial planning is the process that helps individuals and businesses achieve their goals through the proper management of their financial resources.
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Risk Management & Insurance
Recognizing whether you have too much, or not enough; transferring risk is another core focus for both individuals and businesses. Determining the need for coverage and analyzing if whether the needs that prompted the purchase of existing coverage have changed is essential for every individual. Running a business also involves various financial risks so in general, it’s important for every business owner to obtain and maintain various business insurance coverages to mitigate the risks.
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Investment Management
Asset Management goes beyond investment performance and we specialize in crafting an investment program design with the goal to help our clients reach and assess their goals. We seek to fulfill your needs with suitable options and a variety of fee-based investment advisory services, managed accounts and active portfolio management.
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She Owns It - Program
A premier wealth management program for high-achieving women, CEOs, and successful entrepreneurs requiring comprehensive financial strategies. Operating under fiduciary standards, the program specializes in investment management, comprehensive insurance solutions, and wealth protection with strategic communication that respects clients' time and expertise. From optimizing investment portfolios to legacy planning and risk management, this program delivers confidential guidance tailored to successful women's complex financial needs.
We meet you where you are
Financial Planning
Financial planning forms the foundation of your long-term financial success, and we take a holistic approach to understanding your complete financial picture. Our comprehensive planning process is designed to help you navigate life's transitions, protect what matters most, and build confidence in your financial future. We work collaboratively with you to develop customized strategies that align with your values, time horizon, and risk tolerance.
Our financial planning services include:
Financial Statement preparation and analysis (cash flow analysis/planning and budgeting)
Investment Planning (portfolio design, asset allocation and portfolio management)
Tax Planning
Education Planning
Risk Management and Insurance
Retirement Planning
Estate Planning
Employee Benefit Planning
Personal Financial Planning
Business Planning
Asset Allocation
Insurance Need(s) Planning
We believe financial planning is an ongoing relationship, not a one-time event. Through regular reviews and proactive communication, we help you adapt your plan as your life circumstances evolve, ensuring you stay on track toward achieving your financial goals.
Risk Management & Insurance
Protecting your financial future requires more than just building wealth—it demands safeguarding what you've already achieved. Our insurance and protection planning services are designed to help shield you, your family, and your legacy from life's uncertainties. We conduct thorough needs analyses to identify potential gaps in coverage and recommend appropriate solutions that provide peace of mind without unnecessary cost.
We understand that insurance needs evolve throughout your life stages, from building your career to protecting your family, preserving your business, and planning your legacy. Our goal is to ensure you have the right coverage at the right time, integrated seamlessly with your overall financial plan.
Our insurance and protection services include:
Business
Group Life Insurance
Group Health Insurance
Key Person Insurance
Buy-Sell Agreement
Executive Bonus Plans
Pension Plans
412(e)(3) plans
Premium Finance
Personal
Life Insurance
Disability Insurance
Long-Term Care Insurance
Health Insurance
Fixed and Index Annuities
Premium Finance
We work with leading insurance carriers to provide competitive solutions tailored to your specific needs and budget. Through ongoing policy reviews, we help ensure your protection strategies remain aligned with your changing circumstances and continue to serve your family's best interests.
Investment Management
Asset Management goes beyond investment performance and we specialize in crafting an investment program design with the goal to help our clients reach and assess their goals. We seek to fulfill your needs with suitable options and a variety of fee-based investment advisory services, managed accounts and active portfolio management.
We offer access to a full suite of investments including:
Comprehensive asset management accounts
Individual Stocks and Bonds
Structured Products
Unit Investment Trusts
ETF’s and Mutual Funds
Variable and Fixed Annuities
Domestic and Foreign Securities
Retirement Plans for companies
Alternative Investments
Business Development companies (BDC’s)
REIT
Private Equity
Equipment Leasing
Exchange Traded Funds
Managed Futures
Hedge Funds
Oil & Gas Programs
She Owns It
A premier wealth management program for high-achieving women, CEOs, and successful entrepreneurs requiring comprehensive financial strategies. Operating under fiduciary standards, the program specializes in investment management, comprehensive insurance solutions, and wealth protection with strategic communication that respects clients' time and expertise. From optimizing investment portfolios to legacy planning and risk management, this program delivers confidential guidance tailored to successful women's complex financial needs.
Begin your journey today.