EagleView Wealth Solutions

EagleView Wealth Solutions, headquartered in New York City, is a leading wealth management firm offering high-net-worth individuals and families bespoke financial solutions. Founded in 2007, the firm specializes in investment management, tax planning, and estate advisory, aiming to provide a comprehensive approach to wealth management that helps clients achieve both short-term and long-term financial success. EagleView Wealth Solutions is known for its dynamic investment strategies and personalized client services that are tailored to meet the distinct needs of each individual client.

With a deep understanding of the financial landscape, EagleView Wealth Solutions provides services such as retirement planning, risk management, and charitable giving strategies, ensuring clients' financial futures are secure and well-planned. The firm employs a team of experienced wealth managers who work closely with clients to design portfolios that are customized to meet their financial aspirations while minimizing risks. EagleView Wealth Solutions also focuses on legacy planning, helping families maintain wealth across generations.

Founded by finance expert Michael Roberts, EagleView Wealth Solutions manages assets totaling $2.5 billion. The firm’s investment approach is grounded in long-term value creation, focusing on diversified portfolios across equities, bonds, and alternative assets. In 2023, the firm reported revenues of $95 million, driven by its strong performance in wealth preservation and growth for its clients.

EagleView Wealth Solutions continues to set itself apart through its focus on technological innovation in portfolio management, integrating advanced financial tools and analytics to deliver superior results for its clients. The firm has plans to expand its operations globally, with a focus on serving clients in Europe and Asia.