Eagle Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Eagle Wealth Advisors provides discretionary and non-discretionary investment management and financial planning to individual and high‑net‑worth clients, as well as to institutional clients such as pension and profit‑sharing plans, trusts, estates, and charitable organizations. The firm manages roughly $164 million for about 100 clients and also assists with implementation through third‑party managers and business consulting for institutional clients.
The firm customizes portfolios using a comprehensive Investor Profile Questionnaire, proprietary analytical tools, and commercially available optimization software, and employs a range of strategies from strategic and tactical asset allocation to tax‑managed and active/passive blends. On rare occasions and at a client’s explicit request it provides access to outside managers (including Envestnet) and offers sustainable/ESG‑aligned options as part of its toolkit.
Notably, the brochure discloses that the firm advises on annuities, whole and term life insurance, and other commissioned products—an offering that is less common among similar supported firms. The firm also reports management involvement in outside business activities that generate separate compensation and uses promoter/referral arrangements, and it imposes no account minimums for opening or maintaining client relationships.
Client services
Expertise
Fee options
Approximately 1.00% to 1.50% (negotiable range)
Main office
See officeWestport CT
Advisors at this office
1
Offices (3)
Most active in
Connecticut · Florida · New York · Texas
Also doing business as
Eagle Wealth Advisors · Lcm Capital Advisors
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Nicholas R
Series 65
Stamford, CT
Eagle Wealth Advisors
Nicholas Romano is a financial advisor at Eagle Wealth Advisors in Stamford, CT, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Deloitte and MRD Lighting. Eagle Wealth Advisors provides investment management and financial planning services to individual, high-net-worth, and institutional clients, managing approximately $164 million across 100 accounts. The firm customizes portfolios using proprietary tools and optimization software, offering a range of strategies from asset allocation to tax-managed approaches, and includes access to outside managers and ESG-aligned options upon request.
Lorne C
Series 65, Series 66
Sarasota, FL
Eagle Wealth Advisors
Lorne Claymore is a financial advisor at Eagle Wealth Advisors in Sarasota, FL, holding Series 65 and Series 66 credentials with four years of industry experience. Prior to his current role, he worked at Edward Jones for two years and has professional experience as a pilot with Allegiant Air and Silver Airways. Claymore is also the sole owner of Sarasota Waterways LLC, a tour operator based in Sarasota. Eagle Wealth Advisors serves individual, high-net-worth, and institutional clients by providing discretionary and non-discretionary investment management and financial planning. The firm customizes portfolios using proprietary tools and a range of strategies, managing approximately $164 million across about 100 clients.
Joseph R
Series 63, Series 65
Westport, CT
Eagle Wealth Advisors
Joseph Romano is a financial advisor at Eagle Wealth Advisors with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Aegis Capital Corp for six years. Outside of his advisory role, he is involved in business development for a commercial lighting company and serves as CEO of a theatre and musical production company. Eagle Wealth Advisors is an SEC-registered firm serving individuals, trusts, estates, charitable institutions, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and business consulting, utilizing a comprehensive investor profiling process and a range of investment approaches tailored to client needs.
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