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 Visions, Goals and Objectives
  • 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 your friendship and recommendation to others. You are the reason and reward for what we do and it is our privilege to be of service.