Our Goal
Our firm’s mission is to help educate and organize our clients, as well as provide them with tax-efficient financial and retirement planning. We work as a team with our clients, CPAs and estate attorneys to provide comprehensive financial planning.
About Eagle Rock Wealth Management
The independent financial planners at Eagle Rock have no quotas and no sales goals; instead, we are dedicated to providing you with financial advice that is in your best interests. Because of this commitment to transparency and doing what’s best at all times, our approach at Eagle Rock is not to provide cookie-cutter advice telling you that you must have $1 million+ saved before you retire. It’s not about some magic number, it’s about developing a custom plan and cash-flow analysis that will help show you step-by-step when and how you can retire.
Our financial planning work starts with your goals, time horizon, family dynamics and your risk appetite. While helping you manage risk and volatility with strategies to preserve your wealth, we’ll lay out a roadmap showing you how to create retirement income from your assets. Your plan includes yearly factors for inflation, and perhaps most importantly, helps lay the groundwork now for minimizing taxation later. Our success is aligned with your success, and we wouldn’t have it any other way.
Meet Cole Koeniger
Financial Planner
Investment Advisor Representative
AIF® (Accredited Investment Fiduciary)
Cole Koeniger chose to work at Eagle Rock because the independent financial planners at the firm have no quotas and no sales goals. Instead, they are dedicated to providing you with financial advice that is in your best interests.
Because of this commitment to transparency and doing what’s best at all times, Cole doesn’t provide cookie-cutter advice telling you that you must have $1 million+ saved before you retire. It’s not about some magic number, it’s about developing a custom plan and cash-flow analysis that will help show you…
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Our Services
Wealth
Management
Working as an extension of your personal family office, our fee-based service works with you to help grow, preserve, and manage your wealth using a combination of current economic market indicators, your goals, your personal appetite for risk, and ongoing monitoring and review of portfolio performance throughout your life.
Tax-Efficient
Investment
Working with your CPA and estate attorney, the financial plans and portfolios we develop are designed to help minimize your current taxes, anticipate and help mitigate your income taxes in retirement, and optimize tax-advantaged wealth transfer to future generations and charities. We focus on creating wealth net of taxes and fees.
Financial
Planning
Holistic, independent and unbiased financial planning starts with you. We will create a plan to encompass your short and long-term goals, your retirement desires, your estate plan objectives, and strategies to help manage risk. This drives the portfolio design and its continual refinement through the years as your needs change.
Contact Us
For a complimentary look and second opinion of your current plan, contact us at your earliest convenience.
We look forward to meeting you.
Eagle Rock Wealth Management, Inc
1776 On The Green | 67 East Park Place Suite 750 | Morristown, NJ 07960
Phone: 973.434.8700 | Cell: 973.432.0475 Email: ckoeniger@eaglerockwealth.com