EG Wealth Management

EG Wealth Management Finance has never been the easiest topic to talk about, but we make it easy.

Our firm is here to for you to develop and guide you through a custom-curated strategic plan to get you to your financial goals, in the best experience possible.

07/25/2023

Confidence levels soar with the right guidance. From retirement planning to financial security, working with an advisor who gets you makes all the difference. Reach out today to take the first step toward a more confident future.

Source: Northwestern Mutual Planning and Progress Study, 2023.

07/24/2023

Let’s do something silly for a great cause. I’m thrilled to be part of the , and I hope you’ll do it too.

Here’s how:
1) Take a photo or video of you balancing a lemon on your head
2) Share it on social media with the tags Alex's Lemonade Stand Foundation & Northwestern Mutual
3) Challenge friends, family, and coworkers to do the same

Ready?

07/21/2023

These days, debt is weighing down a lot of people. If you’re one of them, there’s some good news. With the right strategies, you can pay down your debt AND save toward your goals. Yes, at the same time. Reach out and let’s put a plan together for you.

The latest Northwestern Mutual research finds Americans making more progress in paying down their debts. While debt may ...
07/13/2023

The latest Northwestern Mutual research finds Americans making more progress in paying down their debts. While debt may seem bad, it isn’t always. Please reach out if you’d like to talk about your financial plan and check out these strategies to manage debt.

Debt can be a burden, but it can also be a great financial tool if you’re managing it well.

07/12/2023

If you are passionate about something, pursue it. I’m ready to help build a financial roadmap to turn your dreams into reality.

*Source: Northwestern Mutual Great Realization 2022 Study

07/10/2023

With a solid financial plan, we can work together to lower your debt while also allowing you to build toward your financial future. Contact me to get started.

Source: Northwestern Mutual Planning & Progress Study, 2023

There is Luck in the air! This month we will be focusing on how to create your own luck. At EG Wealth Management we beli...
03/02/2023

There is Luck in the air!

This month we will be focusing on how to create your own luck. At EG Wealth Management we believe that luck happens when preparation meets opportunity. Planning and educating yourself allows you to be prepared to make the best decisions when an opportunity arises. Luck does not just happen-you make it happen!

Comment below how you have created your own luck!

If you have any questions about where to start send us an email and our team will get back to you!

As we come to the end of Friends and Family February we want you to think about your future and your family’s. As we lea...
02/23/2023

As we come to the end of Friends and Family February we want you to think about your future and your family’s. As we learned this month, Family is so important to us. Your legacy is one of the most valuable items you can leave your family with. A legacy plan can insure everything is in place and set for your family.

The lessons and values we pass along is the best lasting gift anyone could ask for. Time is valuable and the sooner you start to think about the future, the better.

If you have any questions about where to start send us an email and our team will get back to you!

Last week I had the opportunity of attending a networking trip with likeminded entrepreneurs in Costa Rica. It was great...
02/18/2023

Last week I had the opportunity of attending a networking trip with likeminded entrepreneurs in Costa Rica. It was great to bond with these guys in such a beautiful place. Learning their stories and how they found their success was incredibly insightful! It reminded me of our February theme: Friends and Family - it’s important to cherish old friendships but also new!

We are here to assist you! You aren’t alone in your finances, if you currently feeling overwhelmed let us help you! Util...
02/02/2023

We are here to assist you!

You aren’t alone in your finances, if you currently feeling overwhelmed let us help you! Utilize our team in the best way that benefits you.

Send us a DM if you have any questions on how to use our team!

Today we celebrate the life and legacy of Dr. Martin Luther King Jr.  and all his contributions to civil rights and equa...
01/16/2023

Today we celebrate the life and legacy of Dr. Martin Luther King Jr. and all his contributions to civil rights and equality!

Address

1500 Quail Street #600
Newport Beach, CA
92660

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19498635912

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