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 Standards 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, Individual Investors, Non-Profit Organizations, Investment Clubs |
Advisory Services Provided: | Financial Planning for Individuals, Financial Advice & Consulting, Retirement Planning, Estate Planning & Trusts |
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 your office, At my office, At your home, Via Email |
Qualifications & Memberships |
Insurance and Annuity Licenses: | Health, Annuity, Accident, Casualty, Disability, Life, Variable Life, Long Term Care, Variable Annuity |
Compensation and Fees |
Minimum Portfolio Size for New Managed Accounts: | $500,000 |
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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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.
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. |
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Mon. | 8:00 AM - 5:00 PM |
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Tue. | 8:00 AM - 5:00 PM |
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Wed. | 8:00 AM - 5:00 PM |
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Thu. | 8:00 AM - 5:00 PM |
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Fri. | 8:00 AM - 4:00 PM |
Distinguished Business School Alumni Award
(09/28/2012)
Paul Tully - Rohrer College of Business