Our Services
WolfPack Capital is a full-service planning firm providing our clients the luxury of having their plans custom built and managed from start to finish in one place. We analyze your current situation, take into account all of your needs and goals, and develop a clear plan using any necessary resources. Hover or click on our services below to learn more.
Financial Planning
Through Eagle Strategies LLC, we provide personalized financial planning to our clients that is specific to several variables, including their income, risk tolerance, values, and family. We work with each client to identify and prioritize their goals, explore options, establish effective strategies, construct and execute a plan, and assess the performance of the plan and make adjustments as needed.
Retirement Planning
For our pre-retirees and retirees, our mission is to take the nest egg that you worked your whole life to build up and create an income stream that will fund your dream retirement without outliving your money.
Investment Planning
Through Eagle Strategies LLC, a wholly owned subsidiary of New York Life Insurance Company, we work with our clients to design and implement a variety of wealth accumulation and management plans, offering investment programs ranging from separately managed portfolios of stocks and bonds to mutual funds, and access to third-party wealth management programs. We offer a consistent process to help ensure management of investment assets according to your goals, risk tolerance and time horizon. We then monitor your plan on a continual basis, and adjust and evolve as your needs change.
Estate Planning
The goal of estate planning is to ensure your beneficiaries receive your assets in a way that minimizes estate tax, gift tax, income tax and other taxes.
401(k) Rollovers
When you leave a job or retire, you have a decision to make regarding your 401(k) money. While leaving those assets in the former employer's plan is an option, a rollover can be a consideration. Working with your tax advisor, we can help you determine the right course of action for you. This may include: leaving the funds in your existing plan, if permitted, or rolling them into your new employer's plan, if one is available and rollovers are permitted. Each choice offers advantages and disadvantages, depending on your specific needs and retirement plan, such as the desired investment options and services, applicable fees, expenses, and withdrawal options, as well as required minimum distributions and tax treatment of applicable options.
Life Insurance & Long Term Care Solutions
The team at WolfPack Capital are trained professionals who can help you identify your financial needs and then determine which financial and insurance products can best help you meet your objectives. Some of the products we often use to serve the needs of our clients include life insurance, annuities, and long term care.
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