About Us

RMR Wealth Strategies

Through RMR Wealth Strategies, I provide investment advisory services¹ and insurance solutions to help you plan for and achieve your financial goals. I have access to an array of corporate consultants that provide solutions to many complex problems working to help you manage your wealth, protect your assets, and plan for the future.

Key Benefits Of Working With Us

One of the key benefits of working with RMR Wealth Strategies is the opportunity to help you explore how different financial strategies can support your long-term goals. This can include the following:

• Retirement Planning

• Estate Planning

• Tax Strategies²

• Risk Management

By having a clear and well-informed plan in place, you can have confidence knowing that you are on track to achieve your financial goals.

Build And Manage A Successful Investment Portfolio

In addition, through RMR Wealth Strategies, I can also help you build and manage a successful investment portfolio. Clients can access investment advisory services¹ to help create investment strategies and advice that actively manage your portfolio to help ensure that it is aligned with your goals, objectives and risk tolerance.

Protect Yourself And Your Loved Ones

Additionally, through RMR Wealth Strategies, I can provide life insurance solutions available through New York Life and help you evaluate which policies may align with your financial priorities. I also offer a range of additional insurance solutions—such as disability insurance and long-term care insurance.

RMR Wealth Strategies Can Help

In summary, through RMR Wealth Strategies, you can access investment advisory¹, securities, financial planning1 and insurance solutions designed to help you evaluate strategies for your long-term financial objectives and help achieve peace of mind and the well-being of those you care about.

¹Investment advisory services and financial planning offered through Eagle Strategies LLC A Registered Investment advisor.

²Neither RMR Insurance Solutions & Wealth Strategies nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.