Double Eagle Partners helped a client eliminate her bank position and transition her retirement planning process.

Double Eagle Partners was established to help my friends and family grow and protect their financial wealth across all asset classes and through challenging economic cycles. My new Registered Investment Advisory (RIA) firm is called Double Eagle Partners because we are going to be partners in this journey together. My vision for Double Eagle Partners is what I like to call “Concierge Asset Management” a method which allows us to customize your portfolio of assets to best fit your investment objectives and risk profiles. This will not be a cookie-cutter investment firm that treats all clients with the same model. As partners, we will be in constant contact and always in full understanding of how your money is being managed. I have a fiduciary responsibility to you as my client and my partner. Your best interests will always come first. I will not be “selling” anything to you for a commission. I will be advising you on your family’s wealth for a fee, a fee based on your assets under management (AUM). I will only do better as your accounts grow and do better. As a fiduciary it is also important to make sure that your funds and securities are safe & sound. To that end, I have partnered with Charles Schwab & Co. to be our clearing agent and custodian. This relationship will also provide access to many investment tools and opportunities that are normally only accessible to larger RIAs.

Founded 2022