01. Why Choose Us

Beyond The Numbers…It might sound cliche, but we know it to be true…It’s not all about the money. It’s about the little things.

02. Who We Serve

We believe in creating a family-friendly environment for the many small-business owners we serve, and we truly value and care about deepening our relationships with them.

03. How We Work

Eastwood & Associates Wealth Strategies, LLC exists to help clients confidently navigate through the anxiety of planning for their futures.

At Eastwood & Associates Wealth Strategies, LLC, we are dedicated to developing lasting relationships with all of our clients.

Learn More About Us

Our Team

Our Services

 

Wealth Management

We use a systematic, methodical approach when addressing key wealth management issues for your financial future to help you prioritize goals, services, and solutions.
 

Tax-Advantaged Planning

We apply our knowledge in financial and tax services to ensure your wealth management plan is operating in the most tax-optimized manner possible.
 

Business Succession Planning

Business owners have countless daily demands on their time. Additionally, they must save for retirement and plan for what will happen to their businesses when they retire.
 

Investment Planning

Eastwood & Associates Wealth Strategies, LLC will help you understand your investment risk tolerance, continually determine your asset allocation needs and recommend the appropriate investment path to protect your wealth and reach your goals.
 

Retirement Planning

Whatever your vision of retirement is, diligent planning and goal setting are necessary for your retirement if you want those years to live up to your expectations.
 

Insurance Planning

Illness and injury can happen to anyone. If you’ve planned for this possibility, it’s necessary to review your plan and account for any recent life events that have impacted you.

Blogs

How to Overcome 3 Unconscious Biases That Can Keep Your Financial Goals Out of Reach

William Eastwood |
Categories
Investments
Finance
Lifestyle
In a perfect world, every money decision we make would be totally rational. We’d consider all of the facts. Then, we’d balance them with the risks to make the most logical choice available. 1 That sounds simple. Yet it doesn’t happen as much as it should in the real world. 1, 2 That’s because many of us aren’t relying on logic and the facts to make financial decisions—and we probably don’t even realize it. 2...

Investors & the Markets: What to Watch Out for in an Election Year

William Eastwood |
Categories
Investments
Finance
Lifestyle
Retirement
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s rattling a lot of us, causing more election stress than ever before.1 It’s also raising a lot of questions about investing in election years, how to respond to market uncertainty, and what money moves truly make sense. Here’s a handful of key factors to keep in mind when you’re investing in an election year.