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Our physical office is closed, but our virtual office is open and our entire team is available to fully support you. 

About Us

We take a holistic, deeply personalized approach to assessing true wealth, rather than using net worth as the measure of your financial status.  Our services revolve around your life, and we broaden the conversation from asset management to life management.  Working side-by-side, we guide you through your financial journey.  We want you to spend time with family and friends, enjoy life, feel confident in your financial plan. . . and have the contentment that comes with knowing you’ve found the strategic partner you’ve been looking for.

Helping friends enjoy their best years is what motivates us every day.  Family-owned and operated, our approach is pretty simple:  We treat you like family. 

(Advisory services offered through My Legacy Advisors, LLC dba Eagle Wealth Management, a registered investment advisor.)

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Working Hours

Now Open
  • Monday 8:00 AM - 5:00 PM
  • Tuesday 8:00 AM - 5:00 PM
  • Wednesday 8:00 AM - 5:00 PM
  • Thursday 8:00 AM - 5:00 PM
  • Friday 8:00 AM - 5:00 PM
  • Saturday Open all day
  • Sunday Open all day

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