Eagle Strategies LLC : The Five Peaks Capital Group, LLC | Denver, CO

Eagle Strategies LLC

Through Eagle Strategies, Derek Moore, Carey Sullivan, and Chris Grimes provide fee-based financial planning, investment advisory services, and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an “Investment Adviser” and is an indirect, wholly owned
subsidiary of New York Life Insurance Company.

Learn More

Areas of Expertise

Eagle Strategies LLC is a Registered Investment Adviser and an indirect, wholly owned subsidiary of New York Life, and is a provider of holistic investment advisory and financial planning services. Our financial advisors leverage Eagle’s sophisticated wealth management platform, comprised of many of today’s leading investment managers, to design customized investment solutions to help address our clients’ unique investment objectives and risk tolerance levels. The breadth and investment knowledge of our Financial Advisors, coupled with Eagle’s diverse team of investment experts, allows them to provide the continuous financial guidance needed to help clients achieve long-term financial success.

All investment advisory services are offered through Eagle Strategies LLC, a registered investment adviser. All investments involve risk, including the potential loss of principal.

The Eagle Edge Thumbnail

Eagle Edge Newsletter

The Eagle Edge is a quarterly newsletter that provides timely information on the market and other important topics that could be impactful for our clients.

Click here to view the newsletter and check back regularly for new updates.