EagleStone is Proud to Announce Joseph Lager, CPA, CDFA and ESTWA’s Director of Tax & Accounting, Has Earned the Certified Fraud Examiner (CFE) Credential

Who We Serve

Independent Investor

You have worked hard to get where you are today. Yet, perhaps you are at a point where you want to do something more, or lack the time to make all of the big decisions yourself. We live in uncertain times and there are more than a few hurdles facing investors: down markets, unscrupulous financial practices, and difficult access to current and accurate data. You are not alone if you are worried about how these unknowns are going to impact your financial future, and are considering turning to a professional for guidance.

Worried about retirement? Not prepared for unforeseen calamity? Overwhelmed by investment products or confused about how or where to invest? At EagleStone Tax & Wealth Advisors, we help you overcome the many challenges you face and work to minimize inherent risk through diverse portfolio management, cutting-edge knowledge, and our status as an independent advisor.

Whatever your need, be it investment portfolio management, tax guidance, or financial planning; our Financial Advisors are well-equipped to lead you to financial security and peace of mind.

The following is the array of services we offer to the Independent Investor:

  • Investment portfolio management
  • Wealth accumulation and preservation
  • Retirement planning/financial planning
  • Tax planning
  • College funding
  • Real estate investment guidance
  • Alternative Investments
  • Insurance

Business Owner

As the owner of a small or medium size business, you face many challenges in operating your business on a daily basis. The Bottom line is that Owner/Founder Dependence, Succession Planning, Money Management, Employee benefits, and Tax preparation are just a few of the aforementioned challenges that likely keep you awake at night. Additionally, many indirect challenges come into play, like the fluctuating economy, increasing business taxes, employee satisfaction, time management, fatigue, and work/life balance. We realize running a business is not an easy endeavor and we are dedicated to providing you with the assistance and feedback requisite to help make your hard work rewarding and worthwhile. We are equipped with the technical knowledge and tools needed to navigate you through the sometimes chaotic waters of business ownership and management, while relating to the day-to-day challenges that you face.

Here is a list of some of the services we can offer your small business:

  • Retirement Strategies
  • Bundled Retirement Plan Solutions
  • Financial Planning
  • Risk Management & Insurance Strategies
  • Business Succession Plan
  • Accounting
  • Tax Preparation
  • Executive Compensation, Company Benefits & Pension plans
  • Bookkeeping/Bill Pay
  • Payroll Solutions

Professionals working in legal or medical fields face challenges that are distinctive from those operating in the corporate world. These organizations typically deal with the following challenges:

  • Practice growth and development
  • Client accumulation and retention
  • Business succession planning
  • Key and integral personnel hiring
  • Selling your practice
  • Payroll management
  • Retirement/Pension plan administration and planning
  • Employee satisfaction
  • Client satisfaction

In response to the unique needs of this group, we offer the following services:

  • Qualitative business and succession planning
  • Payroll management solutions
  • Retirement plan administration and management solutions
  • Acquisition review and counseling

Family Office

You represent a legacy of hard work, sacrifice, and accumulated wealth. Now it’s your responsibility and our obligation to manage that wealth and continue to grow what has been created.

Lack of investment and knowledge, family business ownership/control, financial security without entitlement, family continuity and family philanthropy….these are some of the most challenging issues facing you as the steward of your family’s wealth.

The Financial Advisors at EagleStone have the cutting edge technical, financial, and legal expertise needed to guide you through the complexities of family wealth while helping to grow and preserve the family’s financial capital. Equally as important, we possess the emotional acuity required to harness and cultivate the family’s greatest resources – the future generations, which are next in line to carry the leadership torch into the future.

Here are some of the tools we currently offer to our family wealth clients:

  • Business Ownership and Control
  • Generational Planning
  • Estate Preservation and Growth
  • Gifting/Philanthropy

There are multiple challenges facing wealth builders, grantors, and beneficiaries when creating, sustaining, and protecting a legacy: protecting and growing assets, maintaining lifestyles, and properly caring for beneficiaries and charities, to name just a few.

We have solid relationships with and access to Trust companies who can work with you to create a Trust document, provide trustee services and advise you to the benefits of creating the Trust in Nevada (a very strong state for asset protection for Trusts). Additionally, we can offer investment management and bill pay services to assist you in managing your Trust account.

Below is a list of the services associated with Trusts that we offer our clients:

  • Preparation of the Trust documents
  • Assigning trustees and delegating trustee roles
  • Asset protection (from creditors)
  • Divorce protection
  • Asset/Investment Management
  • Daily expenses/asset distribution

Emerging Executive

Welcome to the EagleStone family, where we help you continue to achieve your dreams and aspirations by striving for break through levels of financial success. We bring a wealth of experience in the financial planning industry, which has enabled us to develop a successful track record of helping emerging wealth creators preserve their wealth. It is no big surprise that the opportunity to have access to wealth has spread to include to all demographic groups taking into account social, economic, cultural, and education factors. The emerging wealth creators can be first generation business owners, entrepreneurs, lottery winners, inheritance recipients, stock option exercisers, late blooming Baby Boomers, or high potential Gen X and Gen Y technology innovators. The beauty of capitalism is that it has no boundaries that keep you from achieving higher levels of financial success. The emerging wealth creators transcend class, gender, race, and age. Sometimes things just happen, or you are at the right place at the right time, and then suddenly you have the new financial challenge of managing significant wealth that wasn’t there before.

As an emerging wealth recipient, consider it a tremendous opportunity to join the EagleStone family as your financial partner. The value we add, via the hundreds of clients we represent worldwide, the vast world of knowledge our staff brings, and the technology enhancements of our financial systems, is second to none. Accumulating wealth and preservation of wealth are two completely different areas of focus to tackle.

We are here to help you make things happen in offering a platform of specialized services that is customized to meet your business and financial needs:

  • Investment Oversight
  • Insurance Counseling
  • Retirement Projections
  • Estate Preservation
  • Asset Protection
  • Dynasty & Generation Skipping
  • Tax Preparation
  • Banking
  • Bill Paying

We are very excited about helping the next generation of emerging wealth creators! The future is now, so don’t make the same mistakes of the past. Please contact us today for a face to face presentation or telephone consultation.

Professional Athletes & Entertainers

Welcome to the EagleStone family, where we help you solidify your dreams and aspirations into a reality built on a foundation that you can count on for your future. We bring a wealth of financial experience to the sports & entertainment industries, which has enabled us to develop a successful track record of helping professional athletes and celebrities preserve their wealth. It is our belief that premium client service starts with client education whereby trust develops through action and performance over time. But it’s not about our story; it’s about your story, and the importance of you picking the right financial advising team to help you secure your financial future.

A famous all-star athlete while being recently interviewed on ESPN was asked: “if you could go back in time and change one thing what would it be?” His response: “I would have hired an independent financial advisor to oversee my finances.” He made millions early in his career only to lose most of it to financial mismanagement. A common theme with many…so, it is time for you to make an important decision. What is the game? It simply is the challenge you face and/or the process leading to the goal you want to achieve. Victory is always in the eye of the beholder. Today’s athlete, entertainer, and celebrity know how to take risks, and they understand the rewards inherent in the risks taken. And they know how to win.

A winner will keep up with technology, be adaptable to different situations, develop a multi-dimensional skillset, and be very competitive. You bring a solid foundation of winning qualities to the table. How do those winning qualities translate into success in the financial world? Let’s take a quick look:

  • Technology brings transparency to the current status of your investments. Use your cell phone or personal computer. You are now ready to access your portfolio 24/7!
  • Adaptability enables you to weather any market changes in your investment portfolio while keeping focused on your lifetime commitments and goals.
  • Processing Skills enable you to see the future picture of your financial success that fuels your passion to succeed. It allows you to relax and enjoy.
  • Crossover Skills enable you be proactive in making the transition from the playing environment to the next big career change. Keep your eyes on the big picture.
  • Multi-tasking Skills enable you to stay connected with your financial team with your busy schedule. Efficiency and responsiveness at all times.
  • Competitive Edge is simply the drive to win and continue to run your race to break through different levels of financial success.

We are here to help you make things happen in offering a platform of specialized services that are customized for you:

  • Investment Oversight
  • Insurance Counseling
  • Estate Preservation
  • Retirement Projections
  • Business & Risk Management
  • Budgeting
  • Tax Preparation
  • Banking
  • Bill Paying

At the end of the day, whose game are you playing? If you want to win, you have to make up your mind and run your race to win. Contact us today for a face to face presentation or telephone consultation. Let the EagleStone team of financial experts take it from here so you can relax and enjoy your professional accomplishments.

You have worked hard to get where you are today. Yet, perhaps you are at a point where you want to do something more, or lack the time to make all of the big decisions yourself. We live in uncertain times and there are more than a few hurdles facing investors: down markets, unscrupulous financial practices, and difficult access to current and accurate data. You are not alone if you are worried about how these unknowns are going to impact your financial future, and are considering turning to a professional for guidance.

Worried about retirement? Not prepared for unforeseen calamity? Overwhelmed by investment products or confused about how or where to invest? At EagleStone Tax & Wealth Advisors, we help you overcome the many challenges you face and work to minimize inherent risk through diverse portfolio management, cutting-edge knowledge, and our status as an independent advisor.

Whatever your need, be it investment portfolio management, tax guidance, or financial planning; our Financial Advisors are well-equipped to lead you to financial security and peace of mind.

The following is the array of services we offer to the Independent Investor:

  • Investment portfolio management
  • Wealth accumulation and preservation
  • Retirement planning/financial planning
  • Tax planning
  • College funding
  • Real estate investment guidance
  • Alternative Investments
  • Insurance

As the owner of a small or medium size business, you face many challenges in operating your business on a daily basis. The Bottom line is that Owner/Founder Dependence, Succession Planning, Money Management, Employee benefits, and Tax preparation are just a few of the aforementioned challenges that likely keep you awake at night. Additionally, many indirect challenges come into play, like the fluctuating economy, increasing business taxes, employee satisfaction, time management, fatigue, and work/life balance. We realize running a business is not an easy endeavor and we are dedicated to providing you with the assistance and feedback requisite to help make your hard work rewarding and worthwhile. We are equipped with the technical knowledge and tools needed to navigate you through the sometimes chaotic waters of business ownership and management, while relating to the day-to-day challenges that you face.

Here is a list of some of the services we can offer your small business:

  • Retirement Strategies
  • Bundled Retirement Plan Solutions
  • Financial Planning
  • Risk Management & Insurance Strategies
  • Business Succession Plan
  • Accounting
  • Tax Preparation
  • Executive Compensation, Company Benefits & Pension plans
  • Bookkeeping/Bill Pay
  • Payroll Solutions

Professionals working in legal or medical fields face challenges that are distinctive from those operating in the corporate world. These organizations typically deal with the following challenges:

  • Practice growth and development
  • Client accumulation and retention
  • Business succession planning
  • Key and integral personnel hiring
  • Selling your practice
  • Payroll management
  • Retirement/Pension plan administration and planning
  • Employee satisfaction
  • Client satisfaction

In response to the unique needs of this group, we offer the following services:

  • Qualitative business and succession planning
  • Payroll management solutions
  • Retirement plan administration and management solutions
  • Acquisition review and counseling

You represent a legacy of hard work, sacrifice, and accumulated wealth. Now it’s your responsibility and our obligation to manage that wealth and continue to grow what has been created.

Lack of investment and knowledge, family business ownership/control, financial security without entitlement, family continuity and family philanthropy….these are some of the most challenging issues facing you as the steward of your family’s wealth.

The Financial Advisors at EagleStone have the cutting edge technical, financial, and legal expertise needed to guide you through the complexities of family wealth while helping to grow and preserve the family’s financial capital. Equally as important, we possess the emotional acuity required to harness and cultivate the family’s greatest resources – the future generations, which are next in line to carry the leadership torch into the future.

Here are some of the tools we currently offer to our family wealth clients:

  • Business Ownership and Control
  • Generational Planning
  • Estate Preservation and Growth
  • Gifting/Philanthropy

There are multiple challenges facing wealth builders, grantors, and beneficiaries when creating, sustaining, and protecting a legacy: protecting and growing assets, maintaining lifestyles, and properly caring for beneficiaries and charities, to name just a few.

We have solid relationships with and access to Trust companies who can work with you to create a Trust document, provide trustee services and advise you to the benefits of creating the Trust in Nevada (a very strong state for asset protection for Trusts). Additionally, we can offer investment management and bill pay services to assist you in managing your Trust account.

Below is a list of the services associated with Trusts that we offer our clients:

  • Preparation of the Trust documents
  • Assigning trustees and delegating trustee roles
  • Asset protection (from creditors)
  • Divorce protection
  • Asset/Investment Management
  • Daily expenses/asset distribution

Welcome to the EagleStone family, where we help you continue to achieve your dreams and aspirations by striving for break through levels of financial success. We bring a wealth of experience in the financial planning industry, which has enabled us to develop a successful track record of helping emerging wealth creators preserve their wealth. It is no big surprise that the opportunity to have access to wealth has spread to include to all demographic groups taking into account social, economic, cultural, and education factors. The emerging wealth creators can be first generation business owners, entrepreneurs, lottery winners, inheritance recipients, stock option exercisers, late blooming Baby Boomers, or high potential Gen X and Gen Y technology innovators. The beauty of capitalism is that it has no boundaries that keep you from achieving higher levels of financial success. The emerging wealth creators transcend class, gender, race, and age. Sometimes things just happen, or you are at the right place at the right time, and then suddenly you have the new financial challenge of managing significant wealth that wasn’t there before.

As an emerging wealth recipient, consider it a tremendous opportunity to join the EagleStone family as your financial partner. The value we add, via the hundreds of clients we represent worldwide, the vast world of knowledge our staff brings, and the technology enhancements of our financial systems, is second to none. Accumulating wealth and preservation of wealth are two completely different areas of focus to tackle.

We are here to help you make things happen in offering a platform of specialized services that is customized to meet your business and financial needs:

  • Investment Oversight
  • Insurance Counseling
  • Retirement Projections
  • Estate Preservation
  • Asset Protection
  • Dynasty & Generation Skipping
  • Tax Preparation
  • Banking
  • Bill Paying

We are very excited about helping the next generation of emerging wealth creators! The future is now, so don’t make the same mistakes of the past. Please contact us today for a face to face presentation or telephone consultation.

Welcome to the EagleStone family, where we help you solidify your dreams and aspirations into a reality built on a foundation that you can count on for your future. We bring a wealth of financial experience to the sports & entertainment industries, which has enabled us to develop a successful track record of helping professional athletes and celebrities preserve their wealth. It is our belief that premium client service starts with client education whereby trust develops through action and performance over time. But it’s not about our story; it’s about your story, and the importance of you picking the right financial advising team to help you secure your financial future.

A famous all-star athlete while being recently interviewed on ESPN was asked: “if you could go back in time and change one thing what would it be?” His response: “I would have hired an independent financial advisor to oversee my finances.” He made millions early in his career only to lose most of it to financial mismanagement. A common theme with many…so, it is time for you to make an important decision. What is the game? It simply is the challenge you face and/or the process leading to the goal you want to achieve. Victory is always in the eye of the beholder. Today’s athlete, entertainer, and celebrity know how to take risks, and they understand the rewards inherent in the risks taken. And they know how to win.

A winner will keep up with technology, be adaptable to different situations, develop a multi-dimensional skillset, and be very competitive. You bring a solid foundation of winning qualities to the table. How do those winning qualities translate into success in the financial world? Let’s take a quick look:

  • Technology brings transparency to the current status of your investments. Use your cell phone or personal computer. You are now ready to access your portfolio 24/7!
  • Adaptability enables you to weather any market changes in your investment portfolio while keeping focused on your lifetime commitments and goals.
  • Processing Skills enable you to see the future picture of your financial success that fuels your passion to succeed. It allows you to relax and enjoy.
  • Crossover Skills enable you be proactive in making the transition from the playing environment to the next big career change. Keep your eyes on the big picture.
  • Multi-tasking Skills enable you to stay connected with your financial team with your busy schedule. Efficiency and responsiveness at all times.
  • Competitive Edge is simply the drive to win and continue to run your race to break through different levels of financial success.

We are here to help you make things happen in offering a platform of specialized services that are customized for you:

  • Investment Oversight
  • Insurance Counseling
  • Estate Preservation
  • Retirement Projections
  • Business & Risk Management
  • Budgeting
  • Tax Preparation
  • Banking
  • Bill Paying

At the end of the day, whose game are you playing? If you want to win, you have to make up your mind and run your race to win. Contact us today for a face to face presentation or telephone consultation. Let the EagleStone team of financial experts take it from here so you can relax and enjoy your professional accomplishments.

Contact Us

Get in touch with one of our professionals to discuss your needs.


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

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

Download our ADV brochure by clicking here.

Download our ADV Part 2A brochure by clicking here.

Click here to learn more about our Information Security Program.

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.

© EagleStone Tax & Wealth Advisors 2022. All rights reserved.