We are an independent advisory firm providing fee-based fiduciary financial planning and investment management services for high-net-worth individuals. Our affiliation with Cetera Wealth Services, LLC and Cetera Investment Advisers, LLC provides us with extensive resources in providing comprehensive financial services for our clients. 

Your customized financial plan is included in your advisory fee as this is the essential aspect of our relationship with our clients. Fee based investment management is how we implement your financial plan. 

Over your lifetime, we will continue to advise appropriate strategies to help you navigate towards your desired future. We will monitor and modify these strategies as changes occur in your career, family situation, personal goals, or market conditions.

There are three core steps of the wealth management process:

To implement your financial plan, we ask to manage all investable assets because as a fiduciary acting in your best interest, we strive to organize your financial resources for your optimal benefit as we help you navigate toward your life goals.

1  Eagle Harbor Financial provides Financial Planning services as a complimentary, value-added service to all asset management clients. 

2  Investment advisory services and financial planning services are offered through CIA, which does not offer tax and/or legal advice. Clients should consult their tax and/or legal professional for advice regarding their specific situation.

Our Commitment to You

Our firm provides comprehensive wealth management that is tailored for each client’s unique story and goals. We seek long-term relationships built on trusted advice.

As wealth advisors, we want to understand your priorities to organize your financial resources, create future income streams, and develop growth and protection investment strategies that reflect your comfort level with risk and reward. Let’s begin with a plan for your money. Once in place, we can implement your plan with Investment Management strategies.

Do you have any major changes or areas of concern in your financial plan? We can help you navigate to where you want to be. Please feel free to fill out the checklist below and send it our way! 

We provide comprehensive financial services that are tailored for each client’s unique story.

We seek long-term relationships built on trusted advice.

Understanding your priorities helps us to organize financial resources, help create future income streams, and help develop growth and protection investment strategies that reflect your comfort level with risk and reward.

Where do you want to be?  We can help you get there.

Please use the following list to make sure you have everything we need to create your financial plan. Please upload documents securely using our eMoney client portal rather than using email. Or you may bring copies of documents for an in-person meeting.