Eaglerock Wealth Management, Inc Employee Directory

Q: What is Eaglerock Wealth Management, Inc known for?

Eaglerock Wealth Management, Inc was founded in 1996. Eaglerock Wealth Management, Inc operates in the Financial Services industry.

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.

Find Eaglerock Wealth Management, Inc employees' phone numbers or email addresses

Eaglerock Wealth Management, Inc Global Highlights

North America
6

United States Of America
6

Eaglerock Wealth Management, Inc's Leadership

K. M.
Tax Manager
Mobile Phone
Email
L. L.
Accounts Manager
Mobile Phone
Email
M. B.
Consultant
Mobile Phone
Email
T. J.
Social Media Coordinator
Mobile Phone
Email

Eaglerock Wealth Management, Inc Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Eaglerock Wealth Management, Inc

Name

Title

Contact Info

Location

Last Update

K. M.
Tax Manager
Mobile Phone
Email
United StatesNew Hampshire
Oct 27, 2025
L. L.
Accounts Manager
Mobile Phone
Email
United StatesMassachusetts
Oct 21, 2024
M. B.
Consultant
Mobile Phone
Email
United StatesMassachusetts
Jul 19, 2025
T. J.
Social Media Coordinator
Mobile Phone
Email
United StatesMassachusetts
Nov 11, 2025

Frequently Asked Questions

What is Eaglerock Wealth Management, Inc known for?

Eaglerock Wealth Management, Inc was founded in 1996 operates in the Financial Services industry. The company's main headquarters is located in 61 Water Street Newburyport, Massachusetts 01950 United States; you can contact the main corporate office by phone at

+1-978-864-****

. Explore Eaglerock Wealth Management, Inc's company overview page for more information.

What is Eaglerock Wealth Management, Inc's most common email format?

Eaglerock Wealth Management, Inc employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Eaglerock Wealth Management, Inc email formats with LeadIQ.

How many employees does Eaglerock Wealth Management, Inc have currently?

Eaglerock Wealth Management, Inc has approximately 5 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Eaglerock Wealth Management, Inc's key employees and leadership?

As of December 2025, Eaglerock Wealth Management, Inc's key employees include:

Tax Manager: K. M.
Accounts Manager: L. L.
Consultant: M. B.
Social Media Coordinator: T. J.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking