01. Why Choose Us

Beyond The Numbers…It might sound cliche, but we know it to be true…It’s not all about the money. It’s about the little things.

02. Who We Serve

We believe in creating a family-friendly environment for the many small-business owners we serve, and we truly value and care about deepening our relationships with them.

03. How We Work

Eastwood & Associates Wealth Strategies, LLC exists to help clients confidently navigate through the anxiety of planning for their futures.

At Eastwood & Associates Wealth Strategies, LLC, we are dedicated to developing lasting relationships with all of our clients.

Learn More About Us

Our Team

Our Services

 

Wealth Management

We use a systematic, methodical approach when addressing key wealth management issues for your financial future to help you prioritize goals, services, and solutions.
 

Tax-Advantaged Planning

We apply our knowledge in financial and tax services to ensure your wealth management plan is operating in the most tax-optimized manner possible.
 

Business Succession Planning

Business owners have countless daily demands on their time. Additionally, they must save for retirement and plan for what will happen to their businesses when they retire.
 

Investment Planning

Eastwood & Associates Wealth Strategies, LLC will help you understand your investment risk tolerance, continually determine your asset allocation needs and recommend the appropriate investment path to protect your wealth and reach your goals.
 

Retirement Planning

Whatever your vision of retirement is, diligent planning and goal setting are necessary for your retirement if you want those years to live up to your expectations.
 

Insurance Planning

Illness and injury can happen to anyone. If you’ve planned for this possibility, it’s necessary to review your plan and account for any recent life events that have impacted you.

Blogs

default blog image

How Hindsight Bias Hurts Investors

William Eastwood |
Categories
Investments
How many of your financial choices are based purely on logic? It could be fewer than you think. That’s because most of us make money decisions with our emotions in play. 1 With that, certain biases can follow. When they do, those biases can lead even the smartest, best-intentioned investors astray. Here’s how to recognize three common biases - hindsight bias, fear of missing out (FOMO), and survivorship bias - and avoid their traps. The...

Why Sticking to a Long-Term Investment Strategy Pays Off in Market Downturns

William Eastwood |
Categories
Investments
Finance
Risk Management
Watching your portfolio take a hit can be unsettling, but staying focused on the long game is crucial. Even in uncertain times, a long-term strategy helps you navigate market ups and downs more effectively. Here, we’ll explore why market corrections are normal, how understanding historical trends can offer reassurance, and why sticking with your strategy benefits your financial future. Understanding Market Corrections: How Common Are They? Market corrections—typically defined as a drop of 10% or...