Trusted advice and human guidance
The foundation of every Eagle Strategies client relationship
Eagle Strategies is a wealth management organization underpinned by a comprehensive financial planning process. We are a SEC National Registered Investment Adviser and a wholly owned subsidiary of New York Life. Along with our parent company and affiliates, Eagle Strategies is dedicated to designing customized and integrated wealth management and insurance solutions to help you meet your unique financial goals.
Eagle Leadership
Meet Greg Webster, President & CEO of Eagle Strategies, LLC.
Greg Webster is the President and CEO of Eagle Strategies, an SEC Registered Investment Advisor and subsidiary of New York Life.
Greg brings to Eagle Strategies over 30 years of experience in insurance, wealth management, and banking including a wide range of roles in finance and business operations.
Meet Mitch Ascione, Vice President of Eagle Strategies, LLC.
Mitch Ascione is a Vice President of New York Life and the COO of Eagle Strategies, a subsidiary of New York Life, responsible for the Affiliations and Registration, Commissions, Operations and Service, and the Operational Strategy Teams.
Mitch has over 20 years of experience with New York Life and over 25 years of experience in the brokerage industry. He has earned his FINRA Series 4,7,24, 53, 55 and 63 licenses and a Bachelor degree in Economics from Stony Brook University.
Our Comprehensive Financial Planning
Approach Tailored to Your Needs
Every successful journey starts with a roadmap. You have dreams—for yourself, your family, and maybe a family business. Bringing those dreams to life, however, requires a thoughtful and carefully crafted financial plan. A plan specific to your unique goals, circumstances, individual preferences, and appetite for investment risk.
Our comprehensive financial planning approach takes a full look at your financial picture, considers every aspect to understand your unique goals and challenges, ensuring that every part of your plan is aligned to your long-term vision. Our highly experienced financial specialists are dedicated to supporting you through every aspect of the financial planning process. With Eagle Strategies, you can be confident that your financial advisor is supported by accomplished and accredited teams, positioning them to provide well-considered financial guidance and solutions that meet your ever-changing and evolving needs.
PROTECTION PLANNING
Insurance can play a pivotal role in our client’s overall plan—from income replacement to asset protection and the tax-efficient transfer of wealth. We make sure our client, their family, and/or their business is properly protected in the situation of death, disability, or a long-term care event.
INVESTMENT PLANNING
RETIREMENT PLANNING
ESTATE PLANNING
Together, we can explore ways to transfer assets more efficiently to beneficiaries, provide for family members with special needs, or facilitate the smooth transition of a business, as well as ensure the right estate planning documents and up-to-date beneficiary designations.
THE EAGLE APPROACH
A Trusted Eagle Strategies Advisor Dedicated to Your Financial Success
Whether you’re looking to secure a more comfortable retirement, save for your child’s education, generate more income from your existing savings, or transfer assets to the next generation using a tax-efficient approach, an experienced Eagle Strategies financial advisor can guide you in planning for tomorrow’s needs today while preserving your current cash flow.
With your Eagle Strategies advisor, you can expect to receive well-thought-out guidance that will:
- Be conflict-free and in your best interest
- Put you on a clearer path toward your financial goals
- Help you pivot when life changes or unexpected circumstances arise
- Help protect your assets
- Assist you in building a wealth transition plan
Let us get to work—find a trusted Eagle Strategies advisor today.
SMRU 7480679.1 (Exp. 12.31.2027)
