ABOUT EAGLE STRATEGIES

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Eagle Strategies, LLC (Eagle Strategies) is a registered investment adviser (RIA), headquartered in New York City, and is a wholly owned subsidiary of New York Life Insurance Company, a Fortune 100 company with a history spanning over 175 years. Eagle Strategies offers comprehensive investment advisory services and financial planning services¹ to help put you on a clearer path towards reaching your financial goals and pivoting when life changes.  

Together, you and your Eagle Strategies financial advisor will engage in a simple but effective multi-step planning process¹. It begins with an honest and open conversation so your needs, wants, and aspirations are clearly understood. Each step in this collaborative process builds on the previous one to gain a full picture of your financial life and using the data and information gathered to develop a well-crafted financial plan¹ and a targeted strategy. 

As you work with your Eagle Strategies financial advisor to create a portfolio aligned to your goals, you want to be confident that the investments you select are being managed by skilled investment managers who maintain consistent, repeatable investment processes. That’s why our Investment Research team works closely with experienced third-party firms to conduct ongoing due diligence and monitoring on our partner investment managers.  

We’re committed to building a successful, long-term relationship with you. That commitment, coupled with the expertise across our teams, impartial research, tools, best-of-breed investment solutions, and financial planning¹ capabilities makes us the ideal partner to help you achieve your full financial potential.  

Specialized expertise & support

Our teams of highly experienced profiessionals with deep industry knowledge, and focused expertise, are here to support you and your Eagle Strategies financial advisor in modeling potential investment planning solutions, as well as constructing, managing, and rebalancing your porfolio.

Team of Eagle Strategies advisors

Investment Advisory Sales & Solutions

Portfolio Specialists

Partner with your advisor on portfolio construction, investment analysis, proposal navigation, and client reviews.

Internal Portfolio Consultants

Assist with investment research, selecting appropriate investment managers for your portfolio, and providing technology support.

Financial Planning Strategies & Solutions

Financial Planning Consultants*

Thoroughly analyze your current financial health and design a customized solution that will help you meet your specific financial goals.

Financial Planning Specialists*

Assess your financial plan and provide expertise in solution modeling, report generation, and plan presentation.

¹Financial planning services are offered by financial advisors with Eagle Strategies LLC approved to conduct financial planning. 
* These teams support financial advisors who are also financial planners.

Disclosure

Kirk Quaschnick, Janice Ragland, Edward Emery, Cameron Reeves, and Mark Wiggins are agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies collectively in the states of AL, AR (AR Insurance License - Kirk #1073789, Mark #5783147), AZ, CA (Kirk CA Insurance License #0I00890), CO, FL, GA, HI, IL, IN, KS, KY, LA, MA, MI, MO, NC, NJ, NM, NY, OH, OK, OR, SD, TN, TX, VA, WA, and WY. No insurance business may be conducted outside the states referenced.

Kirk Quaschnick, Janice Ragland, Edward Emery, Cameron Reeves, and Mark Wiggins are Registered Representatives of and collectively offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 14111 King Rd Ste 520, Frisco, TX, 75036, 214-420-7152. In this regard, this communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, FL, GA, HI, ID, IL, IN, MA, MI, MO, NC, NM, NY, OH, OK, OR, PA, SD, TN, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Kirk Quaschnick, Cameron Reeves, and Mark Wiggins are also a Financial Advisers with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AK, AL, AR, AZ, CA, CO, FL, GA, HI, ID, IL, IN, MA, MI, MO, NC, NM, NY, OH, OK, OR, PA, SD, TN, TX, VA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Kirk Quaschnick is a Member Agent of The Nautilus Group, a service of New York Life Insurance Company.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

TRI WEALTH, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither TRI WEALTH, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

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