Stamford, CT Office

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.