Eastgate Financial Group provides clients with comprehensive wealth management strategies to help bring clarity, insight and focus to their financial lives. We advise individual investors, families and small business owners on how to make prudent financial planning decisions in an environment increasingly oversaturated with information. By helping our clients identify their needs and articulate their goals through our collaborative wealth management process, we begin to see a clear picture emerge from the background static.
We offer a menu of in-house and concierge services that together create a truly holistic financial planning experience for our clients. Beyond portfolio management, our experienced team provides customized strategies in the areas of retirement and income planning, risk management, estate planning, business planning and tax planning. And as an independent firm, we have the freedom to offer clients a wide spectrum of strategies from multiple sources. The result is customized wealth management – conceived, coordinated and carried out with the best interests of our clients at heart.