At East Avenue Capital, our mission is to empower individuals and families to achieve lasting financial confidence and security. We understand that financial well-being is a journey, not just a destination, and we are dedicated to guiding you every step of the way.
With over 20 years of experience, our team—comprised of knowledgeable financial advisors and dedicated support staff—prides itself on providing a holistic approach to financial planning, asset management, and tax strategy. Our experienced team takes the time to understand your unique goals, values, and circumstances, allowing us to create customized strategies that align with your vision for the future.
At East Avenue Capital, we believe in building strong, trust-based relationships with our clients. We prioritize transparency and open communication, ensuring you feel informed and confident in every decision you make. Whether you’re planning for retirement, navigating investment opportunities, or seeking guidance on estate planning, our holistic approach integrates all aspects of your financial life.
Our commitment extends beyond numbers; we aim to educate and empower you to make informed financial decisions. With a focus on long-term success, we leverage our expertise and market insights to help you navigate the complexities of wealth management, so you can focus on what matters most to you.
Together, we’ll build a robust financial roadmap that not only addresses your current needs but also prepares you for the future. At East Avenue Capital, your financial success is our passion
Services
Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.
Investment Planning
Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.
Financial Planning for Business Owners
When you are full of ideas for starting a new business, all you can see is what’s going to happen tomorrow. The thought of having their vision turned to reality often blinds new entrepreneurs to that all-important question: Does it all makes sense financially?
Financial Planning
Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.
Estate Planning
Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation so your estate benefits the people and charities you care about most.
Our Team
We help build, manage, preserve and transition wealth for anyone!
Recent Blogs
First, let’s start by uncovering the most common mistake in estate planning… Surprisingly, this frequently made mistake might already be on your doorstep. A staggering number of...
As a long-term investor, you’re always thinking about what factors drive your investment returns. Unfortunately, many investors focus on things that cause short-term changes and...
Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s journey. Some also mark important milestones in retirement...