The principals of Eagles Coast met over 25 years ago at Winged Foot Golf Club in Mamaroneck, NY. Both began their respective journeys in the financial world on different paths. One would go on to the competitive world of institutional trading working at Bear Stearns and RBS Greenwich Capital two of the largest trading desks in the world. The other embarked on a career in private wealth management at Morgan Stanley eventually starting his own independent advisor firm and equity trading fund.

Over many years several conversations ensued regarding financial markets and the apparent differences between the retail and institutional world. During that time the two endured the perils of a bear market, recession and ultimate recovery. In the aftermath of the recession, the founders of Eagles Coast recognized a seismic shift in assets from traditional wirehouses to independent RIAs (Registered Investment Advisors) and broker-dealers. The confidence in the old ways and methods of Wall Street have been seriously questioned and the trust in them evaporated.

Eagles Coast is the emergence of an independent financial solutions firm that bridges the world between Wall Street and Main Street by combining the institutional and retail world. Our clearing and custodian partners are chosen to emphasize our focus on best-in-class services.

Eagles Coast Wealth Management, LLC has embraced and implements digital wealth management solutions and cutting-edge wealth tech to enhance the ability of our advisors and clients. We focus on qualified plans, implementing tax mitigation strategies as a key element of planning.

growth capital and strategic advisory services are at the core of our practice. We focus on companies with $1 million to $100 million in revenue and strong potential for future growth. Our clients often have market-shifting competitive advantages such as next-generation technology, enhance underserved and underinvested markets, more efficient processes, or customer value propositions that increase the barriers of entry for their competitors. We evaluate these businesses and formulate successful exits for near term an long term TIMELINES.

Above all, we conduct our business with integrity and diligence. We look forward to enhancing the lives of those in our community as we bring the world of wealth management into the future.