wiseradvisor

Eagle Wealth Strategies
Eagle Wealth Strategies

Tel: (856) 845-4005
877 Kings Highway
Suite 300
West Deptford, NJ 08096

Your financial life. Simplified.

Eagle Wealth Strategies | Financial Advisor in West Deptford ,NJ

About Eagle Wealth Strategies

Eagle Wealth Strategies is an independent firm in West Deptford, New Jersey. Our team of financial advisors provides comprehensive financial and retirement planning services to successful individuals and families, retirees and those nearing retirement, single, widowed and divorced women, and attorneys, accountants and physicians.

Each of our financial advisors – Paul Tully, Steffanie Lerch and Chris Tully– holds the CERTIFIED FINANCIAL PLANNER™ certification. This distinguished industry credential is awarded to a select number of financial professionals who satisfy the CFP Board of Standard’s rigorous educational and examination requirements, and who agree to adhere to its high level of ethical and professional standards.

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC.


General Information

Firm Start Year:   1989
No.of Employees:   5-9
States Licensed in:   NJ,PA,DE,NY,CT,MD,VA,NC,SC,FL,IL,MI,ID,IN,TX,CO,NM,WA,CA
I work with the following types of clients:   Businesses, Non-Profit Organizations, Individual Investors, Investment Clubs


Services

Investment Types:   Alternative Investments, Mutual Funds, FOREX & Currency, Options & Futures, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Commodities, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via phone, At my office, At your home, At your office, Via email


Qualifications & Memberships

Insurance and Annuity Licenses:   Variable Annuity, Life, Health, Annuity, Accident, Casualty, Disability, Long Term Care, Variable Life


Compensation and Fees

Minimum Portfolio Size for New Managed Accounts:   $500,000


Education

Paul Tully - Bachelor's Degree - Business Management  Rowan University
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Christopher Tully - Bachelor's Degree - Finance  Virginia Tech
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Steffanie Lerch - Bachelor's Degree - Finance  Rowan University
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Jessica Hauser - Bachelor's Degree - Finance  Rowan University
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Dana DeLoach - Bachelor's Degree - Marketing  The Richard Stockton College of New Jersey
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Eagle Wealth Strategies

Eagle Wealth Strategies

CERTIFIED FINANCIAL PLANNER™ Certificant

Paul, a CERTIFIED FINANCIAL PLANNER™ professional and Raymond James registered principal, specializes in providing clients with comprehensive wealth management, retirement and investment planning services.

Paul has assisted area families and businesses in the accumulation and preservation of capital since 1975. In 1989, Paul envisioned creating a fee-based, independent financial planning firm that would serve as an alternative to the traditional bank, brokerage and insurance firms. That vision has resulted in Paul founding Eagle Wealth Strategies, an independent firm affiliated as an advisor with Raymond James Financial Services, Inc., which allows Paul to focus on retirees, professionals, businesses and their families who are seeking a long-term financial planning relationship.

In 1981, he contributed two chapters on retirement and executive benefit planning to the book Strategic Planning and Control Techniques for Profit by Dr. Robert E. Pritchard and Bruce M. Bradway.

An active member of his community, Paul serves as Chairman of the Board of Directors of the Rowan University Foundation, and as a board member and Vice President of the Gateway Regional School District's Board of Education. Paul also has served as Chairman of the Underwood Memorial Hospital Foundation, President of the Wenonah Athletic Association, and as a board member of The Bank.

A graduate of Rowan University, Paul holds a Bachelor's degree in Business Management. On September 28, 2012 Paul received the Distinguished Business School Alumni Award of the Rohrer College of Business.

Paul and his wife, Kathy, are long time residents of Wenonah, New Jersey.

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My Services

Financial Advice & Consulting

We are an independent, collaborative firm in West Deptford, New Jersey, 20 minutes from Philadelphia. Our team of financial advisors provides comprehensive financial and retirement planning services to successful individuals and families, retirees and those nearing retirement, single, widowed and divorced women, and attorneys, accountants and physicians from Maine to Florida and as far west as Idaho. We take a comprehensive team approach that not only includes our own professionals, but our clients’ legal and accounting advisors as well. We pride ourselves on establishing and maintaining long- term client relationships – some reaching back to 1975 when our founder, Paul Tully, first began his planning career. Today, we are proud to carry on our tradition of collaborative service, including working with many second- and third-generation family members.


Financial Planning for Individuals

Because we understand that success often involves complex responsibilities and circumstances, we have developed significant insight and experience helping families create strategies that support their unique investment, legacy and estate planning goals. FINANCIAL PLANNING FOR WOMEN: We work with many women who are responsible for managing their personal or family finances. During their lifetimes, women may face significantly different financial issues and challenges than do men. A customized approach to financial and retirement planning is therefore essential to account for these distinctions. Learn more about today's challenges affecting women investors.


Retirement Planning

For nearly all of our clients, planning for retirement is an important concern. We specialize in helping them develop realistic expectations, set attainable goals, manage their retirement assets and create retirement income planning strategies to help them achieve – and sustain – the retirement lifestyles they envision.


My Team

Paul, a Certified Financial Planner™ professional and Raymond James registered principal, specializes in providing clients with comprehensive wealth management, retirement and investment planning services. Paul has assisted area families and businesses in the accumulation and preservation of capital since 1975. In 1989, Paul envisioned creating a fee-based, independent financial planning firm that would serve as an alternative to the traditional bank, brokerage and insurance firms. That vision ...more

Chris, a Certified Financial Planner™ professional, has been a member of the Eagle Wealth Strategies team since 2006. Previous positions include working as an analyst of money managers in the asset management division of Raymond James' international headquarters in St. Petersburg, FL and as a financial advisor with a major southeastern bank in the northern Virginia and Washington DC area. For Eagle Wealth Strategies, Chris is actively involved in all client relationships, meeting with individu ...more

Steffanie, a Certified Financial Planner™ professional has been a member of the Eagle Wealth Strategies team since 2002. Steffanie is involved in all aspects of our client and professional relationships. She is responsible for researching investments, developing portfolio strategies and the implementation and ongoing monitoring of those strategies. Her involvement in preparing portfolio review reports as well as conducting the review meetings allows her to maintain a close relationship with the ...more

Jessica joined the Eagle Wealth Strategies team in 2005. Her responsibilities include meeting preparation and research, client reporting, and assisting with plan implementation. In addition, Jessica oversees all operational activities within the office. Her organizational skills help to maintain our firm’s standard of excellence. Jessica holds a Bachelor’s degree in Finance from Rowan University as well as a Series 7 General Securities license and Series 66 Uniform Combined State Law license. S ...more

A member of the Eagle Wealth Strategies team since June 2011, Dana has prior experience in the financial services industry having worked in customer service at a major bank for two years. Her responsibilities include providing a variety of services to our clients and professional advisors. In addition, Dana handles the event planning, website development, social media implementation, and other media relations for Eagle Wealth Strategies. Dana graduated in 2011 from Richard Stockton College wit ...more

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 4:00 PM

Awards & Recognitions

Distinguished Business School Alumni Award
(09/28/2012)

Paul Tully - Rohrer College of Business

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