EON Wealth Management
EON Wealth Management believes that wealth management is a need for everyone, not just the super wealthy. Everyone should be able to have all their financial questions, needs, worries and concerns answered with thoughtful all-encompassing solutions.
Life is an adventure, but your finances should not be. EON Wealth Management will be your life long financial tour guide, to protect you from any pitfalls and bring you to your destination. Our services and knowledge allow our advisors to work with our clients to help them navigate each life event and economic climate, no matter the simplicity or complexity.
In 2001, EON Wealth Management was founded as a financial planning practice, incorporating investment, retirement, insurance, tax, and estate planning techniques.
We evolved into a purpose based planning firm, that focuses on our clients investment EQ, emotional quotient, to succeed in achieving success using our financial IQ!
We act as comprehensive financial advisors, focusing on all aspects of our client’s financial plan. We serve as a financial partner our clients can trust by ensuring that all recommendations are in our clients’ best interest and fit into their overall plan.
We are a full-service financial firm committed to helping our clients navigate their financial life through education, planning, and preparation. We offer a wide range of financial products and services to individuals and business owners. We have the platform and tools to help you pursue success during the good times, while giving you the comfort and protection during the rocky times.
In providing you with sound financial planning, you will be better able to identify your goals and make sound decisions to help pursue them.
Please call us at (516) 935-7771 if you have any questions about our firm or the range of financial products and services we provide: