Strategic Alliances & Resources
Eagle Strategies, LLC
Through Eagle Strategies, Erik S. Engh and Justin Wiseman provide fee-based financial planning, investment advisory services and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly-owned subsidiary of New York Life.
NYLIFE Securities
NYLIFE Securities provides clients with world-class brokerage services and investment options suited for your unique needs. They offer the needed resources for clients to grow and maintain their hard-earned wealth. NYLIFE Securities is a registered broker-dealer and a wholly owned subsidiary of New York Life Insurance Company.
New York Life
Erik S. Engh and Justin Wiseman are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly-owned subsidiaries provide life insurance, annuities, long-term care insurance, and mutual funds. A mutual insurance company, New York Life is one of the largest mutual individual life insurance companies in the United States* and holds the highest possible financial strength ratings currently awarded to any life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody’s Investor Service (Aaa), Standard & Poor’s (AA+). (Source: Individual independent rating agency commentary as of 8/9/16)
eMoney
We incorporate eMoney Advisor, an industry-leading financial planning platform, into our process to deliver a more precise and data-driven planning experience.
By organizing financial information within a secure system, we are able to model income strategies, stress-test decisions, and adjust proactively as circumstances evolve — enhancing clarity, visibility, and long-term confidence in the financial direction.
Ash Brokerage
Ash Brokerage is an unaffiliated privately-owned family-operated insurance brokerage general agency. Ash provides us with a multitude of products and support for life insurance, long-term care, disability income, and annuities, not available through New York Life or its subsidiaries. Our partnership with Ash complements our mission to provide our clients with objective solutions to suit their individual needs.