Service Overview
Discover how our personalized wealth management solutions empower business owners and families to build and protect their financial legacies with clarity and confidence
Tailored Wealth Management
Customized strategies designed to align your investments and financial plans with your unique goals and generational values
Comprehensive Tax Planning
Expert guidance to optimize tax efficiency, helping you preserve wealth and maximize after-tax returns over time
Estate & Legacy Planning
Strategic solutions to secure your assets and ensure a lasting legacy for your family and beneficiaries
FOR BUSINESS OWNERS
For entrepreneurs, your individual wealth and your company’s performance are deeply connected, we take a unified approach to your financial well-being, looking at both your personal and professional life. We assess your current operations and map out your vision for the future. By identifying areas for improvement, we design tailored strategies to help retain key employees, protect against legal risks, and plan for the next generation of leadership.
To support your company through every phase of development, we provide specialized services, including:
Executive Benefits
Succession Planning
Key Person Insurance
Funding Buy-Sell Agreements
Funding Deferred Compensation
FOR FAMILIES
Achieving peace of mind requires a highly personal approach. Whether you are addressing a specific financial challenge or building a comprehensive plan from the ground up, we are ready to guide you. We focus on understanding your core values and family priorities to design a roadmap that supports both your current lifestyle and your long-term objectives. By leveraging tailored services and modern financial products, we aim to optimize your wealth, protect your legacy, and adapt to every new stage of life. Whatever it takes to reach your goals, we have the strategies to get you there.
Explore some of our dedicated services for individuals and families below.
Asset Protection
Estate Planning
Wealth Management
Education Funding
Retirement Planning
401(k) and IRA Rollovers
Disability and Extended Care
DISCLOSURE
Quan Nguyen offers a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact us directly to help you fully analyze your needs and recommend appropriate solutions.
In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, Quan Nguyen is also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. No direct or indirect payment or other compensation is provided to any person for a testimonial or endorsement appearing here. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. In this regard, this communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NE, NM, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.
Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.
AR License # 20674464, CA License # 4305016.
2500 Citywest Blvd
Suite 750
Houston, TX 77042
234-208-6868
Everstone Wealth Group LLC is not owned or operated by NYLIFE Securities LLC or its affiliates. Neither Everstone Wealth Groups LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.