Having a solid financial plan in place is certainly important in today’s complex times. It’s not just enough to know where to turn, but also knowing you have a highly experienced wealth management team you can turn to.
We have proudly served South Jersey as that team ever since Eagle Wealth Strategies was founded in 1989.
At Eagle Wealth Strategies, our team brings experience to all aspects of your financial life – simplifying the complicated, dispelling the confusion and striving to bring unprecedented clarity to the pursuit of your goals, from building an investment portfolio to retirement income streams. Above all, we bring an extraordinary level of attention and dedication that lets you know we’re always looking out for you.
Please click here for our Winter 2023 newsletter
The comprehensive wealth management we offer goes far beyond just managing your investments. While your portfolio certainly receives our full attention and focus, we also concentrate on the important matters in your life, whether it be pursuing lifetime income streams, mitigating the effects of taxes and inflation, funding college for your children or grandchildren, creating an estate plan or protecting your family from the unexpected.
Our team is led by Paul Tully, a CERTIFIED FINANCIAL PLANNER™ professional and a Retirement Income Certified Professional® with 40 years of experience helping families and businesses.
Two of our CFP® professionals, Steffanie Lerch and Jessica Ortega, address financial planning issues that are unique to women, such as longer life expectancy and often being responsible for managing the assets of several generations of their family.
By sharing our knowledge and applying our decades of collective experience, our mission is to ensure that your financial plan remains firmly aligned with the needs, goals and priorities in your life.
Here, you’ll find a team on whom you can rely. With over 100 years of collective investment experience, we’ll act as a single source for all of your financial, retirement and retirement income planning needs, simplifying the broader wealth management process by acting as a central point of contact for your various professional advisors. As a partner who understands your financial, personal and family situations, we’ll always act with your best interests in mind.
Five of our Wealth Advisors – Paul Tully, Steffanie Lerch, Chris Tully, Jessica Ortega, and David Koehler – hold the CERTIFIED FINANCIAL PLANNER™certification. Paul, Steffanie, Chris, and Jessica also hold the Retirement Income Certified Professional® certification. The CFP® credential is awarded to a select number of financial professionals who satisfy the CFP® Board of Standard's rigorous educational and examination requirements, and who agree to adhere to its high level of ethical and professional standards. In order to receive the RICP® designation, one must meet experience requirements and ethical standards, successfully complete three courses which include rigorous tests to pass, and agree to comply with The American College Code of Ethics and Procedures.
President, Senior Wealth Advisor
Founder, Senior Wealth Advisor
Senior Wealth Advisor
Director of Planning
Director of Operations, Chief Compliance Officer
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.