Wenatchee, WA Office

Team
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Eagle Strategies (NY Life)

Enterprise

Firm-wide stats for Eagle Strategies (NY Life)

Total advisors

2,529

Across 963 offices

Clients per advisor

53 Typical

Avg AUM per client

$235,446 Low

HNW client ratio

20% Typical

About

Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management and retirement-plan advisory services through a large network of affiliated investment adviser representatives. Its filings and brochure describe work with individual investors, defined contribution and defined benefit plans, charitable and corporate clients, and note the firm’s role providing advisory services tied to insurance and annuity products.

The firm delivers advice and implements solutions through multiple program types — including financial plans, fee-based hourly advice, retirement plan consulting (CP and EIMP), co‑advisory relationships with third‑party managers, and the New York Life Premier Advisory Variable Annuity — and it emphasizes tailoring recommendations to client objectives and Plan Sponsor criteria. Eagle reports that the vast majority of its regulatory assets under management are non‑discretionary (about $30.3 billion of $32.0 billion as of December 31, 2025), and it describes fiduciary responsibilities to Retirement Investors under PTE 2020‑02 when making plan and rollover recommendations.

Noteworthy for an enterprise adviser, Eagle’s asset base is overwhelmingly managed on a non‑discretionary basis and its filings indicate relationships with a wide range of institutional sponsors, which the firm treats differently than typical retail business. The firm also operates within an integrated New York Life affiliate structure — with advisors also licensed as insurance agents and NYLIAC issuing the Advisory VA — and its regulatory disclosures describe prior SEC action regarding mutual fund share‑class conflicts and subsequent changes to disclosures and share‑class handling.

Based on Eagle Strategies (NY Life)

Expertise

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy

Based on Eagle Strategies (NY Life)

Occupation focus

Founder/Business Owner Executive

Based on Eagle Strategies (NY Life)

Location

1301 Walla Walla Avenue, Suite A

Wenatchee WA 98801

Advisors at this office

4

Advisors at this office

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William M

Series 63, Series 65

Wenatchee, WA

Eagle Strategies (NY Life)

William Mc Nair is a financial advisor with Eagle Strategies (NY Life) based in Wenatchee, WA, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked extensively within the New York Life affiliate structure and operates Draggoo Financial Group, through which he brokers non-registered insurance products. Eagle Strategies serves a diverse client base that includes individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of assets on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
user avatar

Thomas K

Series 63, Series 65

Wenatchee, WA

Eagle Strategies (NY Life)

Thomas Krawczyk is a financial advisor at Eagle Strategies (NY Life) with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with New York Life Insurance Co. and Berkshire Hathaway HomeServices Jessup Real Estate. Outside of his advisory role, he teaches guitar lessons through his own business and serves as vice president of his homeowners association. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
user avatar

Travis G

Series 63, Series 65

Wenatchee, WA

Eagle Strategies (NY Life)

Travis Guzik is a financial advisor with Eagle Strategies (NY Life) based in Wenatchee, WA. He holds Series 63 and Series 65 licenses and has six years of industry experience. Prior to joining Eagle Strategies in 2021, Guzik spent eleven years with Capital Group. He is also involved in insurance brokering, assisting with non-registered insurance products on a limited basis. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans. The firm offers financial planning, investment management, and advisory services with a focus on tailored solutions and predominantly non-discretionary asset management.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
user avatar

Braden D

Series 63, Series 66

Wenatchee, WA

Eagle Strategies (NY Life)

Braden Draggoo is a financial advisor with Eagle Strategies (NY Life) based in Wenatchee, WA, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has held positions with multiple firms including Draggoo Financial Group and Crystal Clear Financial Group, LLC. Outside of advisory work, he is involved in public speaking on mindset and health/wellness education and hosts a podcast focused on motivation and wellness. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
View complete list of advisors at this office
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