Eagle Wealth Consulting - Business Profile Article

Eagle Wealth Consulting

As featured in North Buckhead Neighbors

Eagle Wealth Consulting is dedicated to providing families, retirees, and professionals with a wide range of personalized financial solutions. From investment management and tax strategy to estate and retirement planning, their experts are eager to help clients make strategic financial decisions that will prove beneficial for years to come. Jason and his team proudly serve communities in and around Atlanta, Georgia, as well as within the greater Southeast region.

Jason Eagle has been serving in the financial services industry since 2009. During this time, he worked for over a decade in boutique wealth management firms and had the incredible opportunity to help over 300 families. However, he consistently felt he was swimming against the current to give his clients the level of service they deserved. Lack of company resources, administrative burden, and growth expectations led to more “cookie-cutter” investment and planning options. He felt as though he was trudging through a swamp to make things happen for the clients he cared about. Jason knew that he needed to take action to help drive change in the financial industry - or at least - use all options available to make the lives of his clients and loved ones better. For example, those looking to retire early, enter retirement, or sustain retirement would be shocked to know all of the options and strategies that their advisors do NOT bring up - which could directly contribute to increasing their quality of life. With a determination to provide clients with more adapted, effective financial solutions, Eagle Wealth Consulting came to life in 2020.

Eagle Wealth Consulting is built on the belief that everyone should have access to highly customized financial consultative services that fulfill their specific needs and objectives. Within the framework of each of their services, their consultants are committed to aligning clients’ resources with their goals to make an overall positive impact on their financial life.

“I have always enjoyed helping others, and I find that by connecting with clients and getting at the heart of what is most important to them, I am able to make a positive difference in clients’ lives on a long-term scale,” Jason states. “Having this opportunity to add value to my clients’ lives is extremely fulfilling, and I cherish the relationships that I have built with families, hard-working professionals, and individuals from all walks of life over the years. Seeing the fruit of our team’s efforts inspires me to continue providing the highly personalized financial services that our clients deserve.”

Personalized financial services don’t have to be complex and overwhelming. On the contrary -- your financial consultant should take the time to make sure that each service you’re receiving makes sense to you and your family. The experts at Eagle Wealth Consulting break down financial concepts into easily understandable terms to potentially reduce clients’ tax burdens and ensure that clients’ assets are protected from a life-changing event. With this philosophy in mind, the Eagle team is proud to offer financial services that empower their clients to achieve their goals.

For Jason, the moments that are the most fun are the moments when people realize they have more options than they think they do, and that realization allows them to make positive changes in life that he gets to see unfold. It is hard to beat the feeling of telling someone that they could retire “yesterday” and then see them do it.

Jason is married to his college sweetheart, Tracey-Ann Rose, a gifted spiritual advisor and talented writer. They have two wonderful sons, Noah and Ian. Edwin the Shih Tzu rounds out their family home in Smyrna, Georgia. When he isn’t spending time with his family -- or helping his client's family -- Jason serves as a certified Reiki Master and enjoys writing fiction when time permits.

“I am excited to continue to help more and more people better understand their financial context and the choices that they have.” For more information on how the Eagle Wealth Consulting team can advise you, call 404-403-2392 or email [email protected].

www.eaglewealthconsulting.com