Eaglerock Wealth Management, Inc

Financial ServicesMassachusetts, United States2-10 Employees

Eaglerock Wealth Management is an independent financial planning and independent wealth management firm located in Newburyport, MA. We offer custom-built investment management, retirement planning, and tax planning services to high-net-worth individuals, physicians, tech entrepreneurs, and small business owners along the North Shore Community.

With decades of experience and the latest technology, we help you find balance between saving for the future and enjoying the present, overcoming challenges and writing the next chapter—because taking control of your money means meeting today’s needs with tomorrow’s dreams.



For a list of states in which we are registered to do business, please visit www.eaglerockwealth.net. 

Securities and Advisory Services offered through LPL Financial, A Registered Investment Advisor, Member FINRA/SIPC. www.finra.org, www.sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

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