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About Our Firm

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Eagle Wealth Management, Inc. is a registered investment adviser. We're organized as a corporation under the laws of the State of California.

Our commitment to you

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We're committed to helping you achieve your investment goals and objectives by providing personal attention and high-quality services. 

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How we help you succeed

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We provide you a plan that includes a strategy and discipline based on your investment goals and risk tolerance. 

We'll have ongoing discussions to continuously understand your financial needs to earn your confidence and help you achieve your investment goals. 

Understanding your goals

Gathering information about your current financial situation

Assessing your financial situation

Discussing appropriate options

Developing a personalized plan

Implementing the agreed upon strategy

Monitoring your plan & scheduling periodic reviews

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Our Services

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We provide a range of planning resources and services to address your financial needs and help you achieve your goals:

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  • Retirement Planning

  • Saving and Investing for Retirement

  • Investment Planning

  • Investment Strategies

  • Continuous Investment Monitoring

  • Estate Planning

  • Coordination with your CPA and Estate Planning Attorney

  • Wealth Management

  • Income Distribution

EAGLE WEALTH MANAGEMENT, INC.  IS A REGISTERED INVESTMENT ADVISER. WE ARE ORGANIZED AS A CORPORATION UNDER THE LAWS OF THE STATE OF CALIFORNIA. ADVISORY SERVICES ARE ONLY OFFERED TO CLIENTS OR PROSPECTIVE CLIENTS WHERE EAGLE WEALTH MANAGEMENT, INC. AND ITS REPRESENTATIVES ARE PROPERLY LICENSED OR EXEMPT FROM LICENSURE. THIS WEBSITE IS SOLELY FOR INFORMATIONAL PURPOSES. PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RETURNS. INVESTING INVOLVES RISK AND POSSIBLE LOSS OF PRINCIPAL CAPITAL. NO ADVICE MAY BE RENDERED BY EAGLE WEALTH MANAGEMENT, INC.  UNLESS A CLIENT SERVICE AGREEMENT IS IN PLACE.

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