Investment Advisory Services

Eagle Strategies LLC (“Eagle”) is a Registered Investment Adviser and an indirect, wholly owned subsidiary of New York Life Insurance Company, and is a provider of holistic investment advisory services. Our financial advisors leverage Eagle’s sophisticated wealth management platform, comprised of many of today’s leading investment managers, to design customized investment solutions to help address our clients’ unique investment objectives and risk tolerance levels. The breadth and investment knowledge of our financial advisors, coupled with Eagle’s diverse team of investment experts, allows them to provide the continuous financial guidance needed to help clients achieve long-term financial success.

Investment Advisory

Managing your wealth requires a clear understanding of your overall investment objectives. Eagle's 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, to provide a clearer picture of our clients’ overall wealth.

Investment advisory services are offered through Eagle Strategies LLC, a registered investment adviser. All investments involve risks, including the potential loss of principal.

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Disclosure

Nathan Engstrom is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AK, AZ, CA (CA Insurance License #0D37416), CO, FL, ID, IN, MT, NV, OR, SD, TX, UT, and WA. No insurance business may be conducted outside the states referenced.

Nathan Engstrom is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 8020 Sw Pfaffle St Ste 100, Portland, OR, 97223, 503-293-3774. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, HI, ID, IN, MT, NV, OR, SD, TX, UT, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Nathan Engstrom is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, CO, FL, HI, ID, IN, MT, NV, OR, SD, TX, UT, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​