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Our Services

Tailored Solutions for Your Financial Journey

Our advisors provide an array of wealth management services, including:

Investment management

Investment management

TAX EFFICIENCY

TAX EFFICIENCY

Retirement Planning

Retirement Planning

College Savings

College Savings

Estate Planning

Estate Planning

Asset Allocation

Asset Allocation

Financial Planning

Financial Planning

Advisory Solutions

Advisory Solutions

Brokerage Services

Mutual Funds, ETFs, and UITs

Eagle Creek Wealth Management, LLC, provides you with a full selection of mutual funds. We work closely with the financial industry's leading mutual fund companies to give you access to approximately 370 fund families and 15,000 individual funds.

An Exchange-Traded Fund (ETF) is much like a mutual fund but trades like a stock. Unlike a mutual fund, which has its net-asset value calculated at the end of each trading day, an ETF's price changes throughout the day, fluctuating with supply and demand. ETFs tend to be passively managed, which can generally result in investors saving on management fees. ETFs can offer diversification as many are designed and managed to track different types of broad financial (i.e., the S&P 500) or sector (i.e., Dow Jones U.S. Oil and Gas Index) indices.

A Unit Investment Trust (UIT) is a registered investment company that generally purchases a fixed portfolio of stocks, bonds, or other assets that are intended to be held static throughout the life of the UIT. Investors, or unitholders, purchase units of the trust, which represent an undivided ownership in the entire portfolio. Investors typically pay initial and deferred sales charges. Unit investment trusts have stated maturities that generally range from 13 months to as many as 30 years, depending on the type of holdings in the portfolio. Unitholders have different options when these trusts mature, including taking the proceeds in cash or reinvesting into another trust.

UITs invest for various risk levels and invest in both equity and fixed income portfolios. Some of the benefits of UITs include the professionally-selected portfolios that are researched thoroughly prior to purchase and then left constant, thereby minimizing oversight.

Fixed Income

We offer a wide range of fixed-income investment products and services to institutional and retail investors who manage their own portfolios.

Equities

Our team also offers comprehensive equity trading based on third party research, keen market insight and sound investment strategy.

Investment Management

Individual Retirement Accounts (IRAs)

When it comes to individual retirement planning, an individual retirement account (IRA) is still one of the best tools for accumulating and investing your savings. An IRA allows individuals to direct pre-tax income, up to specific annual limits, toward investments that can grow tax-deferred.

Roth IRAs are an alternative retirement savings vehicle to a traditional IRA. Contributions made to Roth IRAs are not tax deductible but, unlike the traditional IRA, eligible distributions made from Roth IRAs are tax-free. Sometimes it makes sense to convert your traditional IRA into a Roth IRA.

Eagle Creek Wealth Management, LLC, offers a variety of tax-advantaged IRAs to help you achieve your long-term retirement planning goals.

Separately Managed Accounts (SMAs)

A separately managed account is a portfolio of individual securities directly owned by the investor and managed on the behalf of the investor by a professional investment firm. Unlike with a mutual fund or exchange-traded fund, individuals directly own the securities instead of pooling the assets with other investors. SMAs follow a focused strategy within a specific asset class or investment style.

Unified Managed Accounts (UMAs)

UMA structure offers diversification within a single account. A Unified Managed Account might include a separate account manager model, individual securities, and/or one or more mutual funds or exchange-traded funds.

Financial Planning

Retirement Plan Services

Whether you're a sole proprietor or have dozens of employees, you just don’t have the time or staff to devote to activities that aren’t directly related to building and maintaining your business. We are well versed in the different types of retirement plans available. Our unique consulting process will help you identify which retirement plans may be suitable for your business and for your employees. Eagle Creek Wealth Management, LLC, will partner with you to manage plan risk, investment oversight, compliance complexities, employee education and any other issues that you may encounter as a plan sponsor.

Our Services include:

  • Plan consulting
  • Investment selection and monitoring
  • Vendor comparative analysis
  • Plan transition and integration
  • Employee education and communication

Plan consulting Investment selection and monitoring Vendor comparative analysis Plan transition and integration Employee education and communication

College Savings

With so many ways to save for college, there's a lot of information out there. One of the best ways to get started saving is to talk with your Eagle Creek Wealth Management, LLC, financial advisor about the establishment of a College Savings Plan. College Savings Plans (529s) are tax-advantaged plans administered by a state. These plans are designed to help people save for the expense of a college education. The state usually contracts with an investment management firm as program manager, which provides a variety of investment choices. You invest in the portfolio(s) of your choice that may be appropriate for your risk tolerance and investing time horizon.

Children and grandchildren grow up quickly. Give them the college savings they'll need for higher education by consulting with your financial advisor today.

Estate Planning

Estate planning directs an individuals or couples’ wealth and asset distribution in the event of incapacitation or death. Without an estate plan, wealth and assets could be subject to your state's intestacy laws without concern for your wishes.