Personal Solutions

Quinn Wealth Strategies, LLC helps provide individuals and families with access to innovative, cutting-edge products and services through Eagle Strategies LLC to help them grow, protect and conserve their wealth through many stages in life. Taking into account your needs, goals and tolerance to risk, we will work with you to help bring clarity to where you’re going and how to get there. Some of our key services are detailed below.

Wealth Management and Financial Planning1

At Quinn Wealth Strategies, LLC, we help our clients to design and implement a variety of accumulation and retirement income plans, offering insurance products, investment programs ranging from separately managed portfolios of stocks and bonds to mutual funds, and access to third-party wealth management programs through Eagle Strategies LLC. We offer a consistent process to help ensure management of investment assets according to your risk tolerances and expected returns investment goals. We then monitor your plan on a continual basis, and adjust and evolve as your needs change.

Retirement Planning

We work with our clients to help them identify what amount they need to realize their lifelong dreams. Whether those dreams include traveling the world, pursuing the hobbies you never had the freedom for during your working years, charitable endeavors, or spoiling your grandkids, we create a tax-efficient and sound plan to get you there. Once there, we help you effectively manage your assets to create a lifelong stream of income to support you and your spouse's lifestyle so that your money outlives you and not the other way around.

Estate Planning

A well-engineered estate conservation plan can minimize tax liability and ensure that loved ones are protected. We will work with you and your other advisors to assess the impact of state and federal taxes on your estate and suggest strategies to help minimize those taxes while meeting your personal philosophies and family needs.

Asset Protection

There are numerous financial strategies and retirement income plans that can help you accumulate assets for the future, shield your business and personal assets from liabilities, and safeguard asset transfer to children and grandchildren. We can help you figure out what the right course of action is for your specific situation and objectives.

Investment Management1

Managing your wealth requires a clear understanding of your overall investment objectives. Through Eagle Strategies LLC, comprehensive investment advisory capabilities utilize a disciplined investment approach that looks beyond traditional asset allocation, while addressing important factors such as risk tolerance levels and investment time horizons.

Disability and Long Term Care

To execute a sound retirement strategy, asset and income protection are a must. Designing a plan that encompasses long term care insurance and disability insurance can create the necessary balance in a portfolio to ensure stability and protection of assets.