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

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

William Eastwood |
Categories
Investments
Tax Planning
If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a strategy to potentially reduce some of those taxes? It’s called tax loss harvesting, and while the term might sound complicated, it's actually a fairly simple concept that could save you money. Let’s break it down. What Is Tax Loss Harvesting? Think of your investments like a fruit-bearing tree. Some branches...
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7 Milestones At Age 50 & Above

William Eastwood |
Categories
Retirement
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 planning and your financial life. Here’s a look at why, with a focus on each milestone birthday after 50 and the role it can play in your overall financial wellness. Age 50: Catch-Up Contributions When you turn 50, you can start to make "catch-up" contributions to your 401(k)s...