Our Clients

Our Clients come from different walks of life and various parts of the country.  Their character traits and chosen professions embody the American Spirit and are at the heart of our great country.  While many roads lead to financial independence, the accumulation of sound decisions and hard work over time are the most common threads of the Eastwood Wealth Management family. 

We are focused on building lifelong, multigenerational relationships built on trust and communication.  Our process is forward-looking and seeks to capitalize on opportunities, while instituting a downside discipline to add protection for uncertain times.  While every Client's needs are unique, we address the seven major areas of wealth management:

  • Discover and Clarify Goals, Objectives and Visions
  • Financial Positioning and Debt Management
  • Risk Management and Insurance
  • Investments and Wealth Accumulation Strategies
  • Tax Planning
  • Retirement and Income Planning
  • Estate Planning and Trust Services

Our relationship with our Clients is mutually aligned, and has allowed us to earn their friendship and recommendation to others. They are the reason and reward for what we do and it is our privilege to be of service.

Happiness is when what you think, what you say and what you do are in harmony.
Mahatma Gandhi
Simplicity is the ultimate sophistication.
Leonardo da Vinci
Someone is sitting in the shade today because someone planted a tree a long time ago.
Warren Buffett
Being happy is the richest gift of all.
Sue Cooper
3% of adults write goals and plans, and this 3% earn more than all of the other 97% put together.
Brian Tracy
Your big opportunity might be where you are now.
Napoleon Hill
If you want to go fast, go alone. If you want to go far, go together.
African Proverb
Coincidence is God’s way of remaining anonymous.
Happiness resides not in possessions and not in gold, happiness dwells in the soul.
It’s tough to make predictions especially about the future.
Yogi Berra
The only person you should try to be better than is the person you were yesterday.
Wealth is not determined by investment performance, but by investor behavior.
Nick Murray
There are costs and risks to a program of action, but they are far less than the long range risks and costs of comfortable inaction.
John F. Kennedy
The most powerful force in the universe is compound interest.
Albert Einstein
One man with courage is a majority.
Thomas Jefferson
Twenty years from now, you’ll be more disappointed by the things that you didn’t do by the ones you did so. So throw off the bowlines. Sail away from the safe harbor. Catch the trade winds in your sails. Explore. Dream. Discover.
Mark Twain
Slow, steady progress can erode any challenge over time.
Jeff Bezos
The further we look back, the further we see ahead.
Winston Churchill
I have never met a man who can time the market.
Warren Buffett
Comparison is the killer of contentment.
Relationships, deals and investments have a sequence: crawl, walk, run. Be careful anytime you walk or run too soon.
Dr. Henry Cloud
Opportunity is missed by most people because it is dressed in overalls and looks like work.
Thomas Edison
Good portfolio management begins with the management of risks, not returns.
Benjamin Graham
A clever person solves a problem. A wise person avoids it.
Albert Einstein
We become what we think about all day long.
Ralph Waldo Emerson
The investor’s chief problem-and even his worst enemy-is likely to be himself.
Benjamin Graham
One’s mind, once stretched by a new idea, never regains its original dimensions.
Oliver Wendell Holmes
The art of life is the art of avoiding pain: and he is the best pilot who steers clearest of the rocks and shoals with which he is beset.
Thomas Jefferson
One does not accumulate but eliminate. It’s not daily increase but daily decrease. The height of cultivation always runs to simplicity.
Bruce Lee
Whenever you find yourself on the side of the majority, it is time to pause and reflect.
Mark Twain
My first rule of hitting was to get a good ball to hit.
Ted Williams
The only permanent, constructive changes you can make in the world are the changes that you make in yourself.
Gary Zukav