Eagle’s Crest Advisors is a registered SEC investment advisor providing boutique, fiduciary private wealth counsel to high-income professionals, families, and business owners. Combining institutional discipline with the personal attention of a family office, the firm emphasizes deep relationships, individualized strategies, and decisions made with a long-term perspective. Its advisors bring more than 45 years of combined experience and hold credentials including CFP®, CWS®, and CFA®.

The firm’s services cover the interconnected needs of a financial life. Financial planning includes cash-flow analysis, goal funding, insurance, and plans reviewed as circumstances change. Tax planning addresses strategies such as Roth conversions, charitable timing, asset location, and tax-loss harvesting. Investment management builds portfolios around each client’s tax situation, time horizon, and tolerance for market volatility. Estate planning encompasses trusts, beneficiaries, and gifting, coordinated with clients’ attorneys and CPAs. Advisors also guide clients through significant life events, including business sales, marriage, new children, and loss. Eagle’s Crest serves clients from offices in Huntington, New York, and Lake Mary, Florida.