Our mission...
is to help professionals, business owners and successful families plan, direct and simplify their financial lives, enabling them to spend their time doing what they value most.

American Eagle Wealth Advisors combines the personal service of a small family firm with the worldwide resources and intellectual capital of Raymond James Financial Services and their partner firms. We strive to provide the highest level of service with a client-first ethic.

FINRA BrokerCheck

Strategic Planning and Problem Solving

Decisions become easier with a long-range plan. Our Strategic Planning and Management Process provides a bridge from where you are today to what you want for tomorrow.

This approach is not a cookie-cutter solution that is the same for everyone. You are the center of the five-step investment planning process, custom tailored for you:

    Step 1 - Whole Client Discovery Process identifying the obstacles you face in achieving all that is important to you,

    Step 2 - Investment Design and Planning provides a comprehensive written analysis of your current situation with our recommendations,

    Step 3 - Mutual Commitment Meeting puts your investment plan in motion,

    Step 4 - 45 Day Meeting simplifies your financial life, and

    Step 5 - to Continuous Monitoring, Quarterly Review and Advanced Planning identify and address the changes in your life.

The Strategic Planning and Management Process is based on the highest level of service possible. Simply, we do whatever it takes whenever it is needed to help meet your unique financial and personal needs.

We Invite you To Discover More About Our Strategic Planning & Management



COMPLIMENTARY REPORT

"Creating Your Investment Plan"


First Name:*
Last Name:*
Email:*

We hold your information
in strict confidence.

*required


Home | Pre-Retirees | Retirees | Business Owners | TPMG Physicians | Diagnosed | Bereaved
Strategic Planning Process | Client Service Commitment | Financial Planning Services
Financial Planning Resources | Contact Us | Who We Are | Our Partners | Why Clients Turn To Us | Privacy Policy | Site Map


American Eagle Wealth Advisors
11335 Gold Express Drive, Suite 125   Gold River, CA 95670
Phone 916.858.1111 - 888.558.5518
Email: Ed.Dower@AEWealthAdvisors.com   www.AEWealthAdvisors.com

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Securities offered through
RAYMOND JAMES FINANCIAL SERVICES, INC.
Member FINRA / SIPC
Raymond James Privacy Notice

© American Eagle Wealth Advisors.  All rights reserved.