Need to talk? We are here.

EagleStone Tax & Wealth Advisors strives to make life easier and in an age of instant coffee, instant downloads, instant search results, we understand sometimes you need an instant answer.

Let us introduce our trial chat feature on our web site where you can get just that. “Let’s Talk” is a chat/texting feature enabled through where you can speak with one of our financial advisors for quick feedback or to set up a meeting. During this trial phase, we are open from 9am – 5pm Monday through Friday. Please feel free to use our new feature and provide any feed back on how we could improve.

We are excited to provide the utmost quality service to not only our clients, but to our community; so Let’s Talk!

Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2015


Securities offered through Emerson Equity LLC. Member FINRA/SIPC. Advisory Services offered through EagleStone Tax & Wealth Advisors. EagleStone Tax & Wealth Advisors is not affiliated with Emerson Equity LLC. Financial planning, investment and wealth management services provided through EagleStone Wealth Advisors, Inc. Tax and accounting services provided through EagleStone Tax & Accounting Services.

For more information on Emerson Equity, please visit FINRA’s BrokerCheck website. You can also download a copy of Emerson Equity’s Customer Relationship Summary to learn more about their role and services.

Download our Form CRS (Client Relationship Summary) by clicking here.

Download Form ADV by clicking here.

Download Form ADV Part 2A by clicking here.

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Investment products & services are only available to residents of CO, DC, FL, KS, KY, MA, MD, NC, NY, PA, SC, VA & WA.

Licensed to sell insurance and variable annuities in the following States: DC, DE, FL, MD, ME, MI, NC, NJ, NY, PA, SC, & VA.