Holistic Financial Planning Services

We offer Various Products And Services To Help You Meet Your Financial Needs.

Welcome to RMR Wealth Strategies. As a Financial Advisor offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser, and securities through NYLIFE Securities LLC, Member FINRA/SIPC, I provide access to a broad range of financial products and services designed to help clients work toward their financial goals.

Whether you are new to investing or have prior experience, I take the time to understand your objectives, financial situation, time horizon, and risk tolerance before making any recommendations.

Investment Advisory Services

Through Eagle Strategies LLC, I offer fee-based advisory programs, including managed account solutions and portfolio strategies tailored to your individual goals and risk profile. These services may include:

• Asset allocation and portfolio construction

• Continuous monitoring and periodic review

• Investment strategy recommendations

• Retirement-focused investment planning

As an investment adviser, I provide advice based on your specific financial circumstances and objectives.

Financial Planning Services

• I also offer fee-based financial planning services designed to address a variety of planning needs, which may include:

  • Retirement planning

  • Estate planning strategies

  • Tax-aware planning considerations

  • Risk management analysis

  Financial planning services are provided under a written agreement that outlines the scope of services and associated fees.

Portfolio Review and Analysis

For clients seeking a review of their current investment holdings, I can provide a portfolio analysis designed to evaluate:

• Asset allocation

• Diversification

• Risk exposure

• Alignment with stated financial goals

Following this review, we can discuss whether adjustments may be appropriate based on your objectives and overall financial strategy.

RMR Wealth Strategies Can Help

At RMR Wealth Strategies, we recognize that every client’s situation is unique. We are committed to providing personalized guidance and helping you make informed financial decisions. Contact us today to schedule a consultation and learn more about how we can help you achieve your financial goals with our securities and holistic financial planning services.