Eaglerock Wealth Management, Inc Email Format
Financial ServicesMassachusetts, United States2-10 Employees
Eaglerock Wealth Management, Inc is an independent financial planning and wealth management firm based in Newburyport, Massachusetts. The company provides tailored investment management, retirement planning, and tax planning services to high-net-worth individuals, physicians, tech entrepreneurs, and small business owners along the North Shore. Operating within the financial services industry, it positions itself as a local advisor leveraging decades of experience and technology to help clients balance saving for the future with current needs. The firm notes its securities and advisory services are offered through LPL Financial, an affiliated registered investment advisor, and emphasizes its registration coverage across multiple states.