About ProWealth

At ProWealth, our focus is on helping physicians, business owners, executives, and retirees achieve their financial goals. It requires knowledgeable guidance to help navigate the ever-changing tax environment1 and financial landscape we live in today.

The “PRO” in ProWealth is an acronym for Protection Retirement Opportunity. We are financial professionals dedicated to helping clients manage risk to protect what they have already built and what they will continue to build. Client portfolios become optimized through the accumulation and distribution phases, emphasizing tax efficiency1 throughout both phases. Our team of financial professionals continuously look to identify not-so-obvious opportunities for our clients through on-going guidance, education, and research.

We deliver more than 20 years of combined experience in financial services in addition to having the support of a vast team of seasoned professionals behind us. Working together, we provide comprehensive financial planning and holistic investment advisory services2.

We can identify planning gaps and opportunities and provide cutting edge solutions for even the most complex financial situations.

At ProWealth, we understand that no two people are alike when it comes to financial aspirations. That is why everything we do is tailored to our clients' needs, goals, and ultimately, success.

1 We do not provide tax advice. Please consult your tax professional regarding your particular situation. 

2 Financial planning and investment advisory services are offered through Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. ProWealth is independently owned and operated from Eagle Strategies and its affiliates.


Our Process

We are here to help guide you through the often overwhelming process of creating a financial plan.

We will work with you to:

Review your individual situation and personal objectives. Every family's financial situation is unique. That's why it's so important to find out as much as we can about you and your financial goals. The more we know about you, the more precise recommendations we can make and the more we can help you. As a result, we may take some time to discuss your hopes, dreams and objectives — the things that really matter to you. This is the basis for the first meeting with anyone we sit down with.

Analyze and review your needs. As needed, we will work with you to identify and prioritize your objectives, and then help establish benchmark goals. This is important because we live in a world of unlimited choices. People often fail to achieve objectives because they try to accomplish too much at once, or they don't attach specific deadlines to their goals. By breaking down your goals to specific objectives, you can look at available resources and decide which goals are realistic, which need to be adjusted and scaled down, and which simply must be abandoned.

Develop and implement a strategy to help you achieve your goals. Based on our conversation and analysis, we can recommend the steps that it will take to help you achieve your financial goals.

Coordinate your financial activities. We regularly coordinate insurance and financial activities for clients with the other members of their team of tax and legal advisors. We can do the same for you.

Monitor progress; provide ongoing service as your needs and situation change over time. Planning is not a one-shot deal. Strategies need to be adjusted periodically as your life and the economy changes. We will work with you over the years to help keep your program on track with your changing needs.

Client Support and Service

We strive to build trustworthy, long-lasting relationships with our clients. In doing so, we put an emphasis on providing clients with independent financial advice and providing as much education as needed so that our clients can make sound, educated financial decisions. The goal is to position ourselves as the most valuable financial resource for our clients to turn to, regardless of market conditions.

At ProWealth, we work closely with clients to help clarify and prioritize our financial goals. We seek to give clients a clear picture of their overall financial situation, tying together the various pieces of their financial portfolio: i.e. pensions, 401(k), future social security income, estate planning documents, insurance, and investment accounts. We then quarterback the overall financial strategy by working together with our clients' accountants, attorneys, and human resources representatives. Working with these other professionals aligns all moving parts to best execute each client's unique plan. Our analysis and tailored solutions are organized into a high-level plan, which is documented in a clear presentation and given to clients to keep for reference in both hard copy and electronic copy. This process helps to ensure accountability and an ongoing service that often surpasses clients' expectations.

In addition to working with Eagle Strategies LLC's team of professionals, we have developed strong relationships with independent CPAs and attorneys to complement our resources. By having these other professionals available as possible referrals, we bring more value to our clients.

We primarily work with physicians, business owners and executives, young professionals, families, pre-retirees, and retirees. When working with small business owners, in addition to the services mentioned above, we focus on succession planning and exit strategy for retirement. 


Our Resources

Eagle Resources

We believe that planning for success begins with a foundation of trust. As Eagle Strategies Financial Advisers, we (Nick Silva, Paul Habib and Nick Jasilli) are committed to working closely with you to identify your short-term and long-term objectives and your appetite for risk in pursuit of your objectives. By working together, we can create a connection between the things you want in life and the financial solutions required to achieve your goals. Our integrity is demonstrated by our commitment to maintain uniformity between what we believe and say, and what we do. Our professional advice is based solely on your needs.

Financial Planning

A comprehensive financial analysis of your assets, liabilities, cash flow, and investments can help identify a clear path to a more secure future. We believe an integrated and holistic approach to wealth management can ensure an optimal level of asset management incorporating retirement and tax and estate planning. As Eagle Strategies Financial Advisors, Nick Silva and Pau Habib have the tools to assess all of your needs and provide the best solutions for the most desirable outcome.

Investment Advisory

Eagle Strategies offers portfolios that are designed for your individual objectives and continuously monitored to keep pace with your changing needs. You can choose a portfolio that's carefully designed and managed by one of our select investment managers to create your own personalized portfolio.

Human Capital

Eagle Strategies' investment advisory approach goes beyond traditional asset allocation. We believe that assessing your future earnings capacity, or human capital, and integrating it with your current financial portfolio provides a clearer picture of your overall wealth. As Eagle Strategies Financial Advisors, we can help you understand the resulting investment profile of your human capital and suggest an optimal product mix that includes hedging strategies for protecting the value of your human capital.

Wealth Preservation and Risk Management

We understand that it's important to preserve the wealth that you have created and accumulated. We will work with you to ensure that you have the right capital preservation strategy in place. We can help you plan to mitigate the impact of unforeseen events with guaranteed income products, life insurance, and estate planning strategies.

Eagle Strategies LLC is a registered investment adviser and wholly owned subsidiary of New York Life Insurance Company.

 


Advanced Planning Group

The New York Life Advanced Planning Group collectively leverages years of practical experience and disciplines in law, accounting and financial service, to provide to New York Life agents unparalleled assistance in estate, business, and life insurance planning. 
Because the Advanced Planning Group supports agents who have a nationwide clientele, the group has insight consulting on estate and business plans at all levels of wealth across all 50 states. The Advanced Planning Group is called to action to advise on hundreds of business and estate plans each year; and that means we can bring experience, value and insight to your planning situation. The Advanced Planning Group does not provide specific legal, tax or accounting advice.

Learn More


New York Life

At ProWealth, we're proud to offer New York Life. New York Life and its family of companies provide life insurance, annuities, long-term care insurance, and mutual funds. New York Life is one of the largest mutual life insurance companies in the United States and holds the highest financial strength ratings currently awarded to any U.S. life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody's Investor Service (Aaa), Standard & Poor's (AA+). The financial strength ratings do not pertain to investment poducts as investments are subject to market risks and will fluctuate in value. (Source: Individual independent rating agency commentary as of 9/30/2021.


Working Together

At ProWealth, we understand no two people or businesses are alike when it comes to financial aspirations. Everything we do is tailored to your specific needs, goals and, ultimately, your success.

Our multi-dimensional team can identify hard-to-find gaps and opportunities and provide cutting-edge solutions for even the most complex of financial situations. But to do that, we need to work closely with you. By taking a structured approach, our process is very effective at uncovering a broad range of short-term and long-term solutions that are dynamic and adaptable.

All about you. It is critical to find out about your goals, what's important and who's important in your life. As we talk, you'll find out we are forthright and transparent. It's imperative that you are too.

Questions anytime, all the time. You need to understand every aspect of our conversation. If you have any questions, ask. If we don't know the answer right away, we'll find out.

Passionate persistence. As we work together, you can always count on us to act in your best interest with empathy, patience, and passion. After all, we know the importance of easing financial burdens and the freedom of financial independence. Money doesn't buy happiness, but it does reduce many stresses in life.