Our Services

Core Planning Areas

At Tailored Wealth Solutions, we educate owners of small and mid-size privately held businesses, medical professionals, and individuals so that they can take charge of their financial lives. We teach our clients principles of wealth management and show them how to direct their money in pursuit of lifetime financial freedom. We help them create financial plans that work uniquely for them, acting as the quarterback of their long-range financial strategies.

Wealth Planning & Retirement

Guidance for life's biggest transitions - accumulation, retirement, and beyond.

  • Wealth Management

  • Retirement Income Planning

  • Business Succession & Exit Planning

  • Wealth & Asset Protection

  • Executive Benefit Consulting

  • Estate & Legacy Planning

Business Owner Solutions

Helping business owners protect what they've built and plan for what's next.

  • Succession & Exit Planning

  • Executive Benefit Strategies

  • Funding Buy-Sell Agreements

  • Deferred Compensation Planning

  • Business Structure Review

Personal Financial Strategies

Customized planning for individuals and families with complex needs.

  • Financial Planning

  • Estate & Charitable Planning

  • Investment Management

  • Asset Protection

  • Disability & Extended Care Needs

  • 401(k) and IRA Rollovers

Investment Solutions*

Strategies and platforms designed for tax efficiency and personalized control.

  • Fund Advisory Program

  • Separately Managed Accounts

  • Rep-Directed Investment Solutions

Insurance & Annuity Strategies

Safeguard your wealth and provide lifetime income with tailored insurance and annuity solutions.

  • Life Insurance (Term, Whole Life, Universal Life, Survivorship, Variable)

  • Annuities (Fixed, Variable, Lifetime)

*All investment advisory services are offered through Eagle Strategies LLC, a registered investment adviser. All investments involve risk including the potential loss of principal. Investing in an ETF will give the portfolio exposure to the securities comprising the index on which the ETF is based and will expose the portfolio to risks similar to those investing in those securities. ETFs are subject to market price risk. Shares of ETFs are traded on an exchange and will trade at market price, which may be above or below its net asset value (NAV). There is also a liquidity risk in that the trading of an ETF may be halted due to such things as market conditions. The investor will pay brokerage commissions in connection with the purchase of shares of ETFs.

How We Deliver This Differently

Financial planning shouldn’t feel like a one-size-fits-all checklist. At Tailored Wealth, we take a coordinated approach — one that brings together investments, taxes, insurance, and personal goals into a single, evolving strategy. We’re not here to sell products or hand over generic reports. We’re here to guide real people through real decisions, step by step, with clarity and consistency.

Our process is designed to adapt as your life changes. Whether you're a business owner preparing for transition or a family navigating retirement income, we make sure your plan stays relevant. We take the time to educate you on every recommendation, so you not only understand your plan — you feel confident in it.

What Are You Looking for?

We understand that no two financial journeys are the same - and your priorities shouldn't be treated like everyone else's. That's why we've built our planning approach to be flexible, responsive, and tailored to what you need most.

Whether you're facing a major life change, planning for retirement, or growing a business, we'll meet you where you are and help you move forward with clarity.

Explore the path that feels most relevant to you:

I want to feel confident about retirement.
I want to make smarter decisions with my money.
I want to grow or protect my business.
I want to feel more organized and in control.

Have Questions About Working With Us?

Get answers to common questions about our process, who we serve, and what to expect when partnering with our team.