Wealth Management
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Through Eagle Strategies LLC, a wholly owned subsidiary of New York Life Insurance Company, you can work with us to guide you in planning for tomorrow’s needs today while preserving your current cash flow. Based on your goals, financial situation, risk tolerance, and investment time horizon, together we can formulate an investment solution to help you achieve all of your short- and long-term wealth management needs. Eagle Strategies incorporates a wide range of thoroughly vetted third-party investment managers who bring specialized expertise in separately managed stock and bond portfolios, and mutual funds, while providing access to third-party wealth management programs. Every investment manager on the platform undergoes a rigorous due diligence process and is monitored closely to ensure they continue to meet our exacting standards. We are, and continue to be committed, to building enduring relationships that help you achieve your financial goals.

Disclosure

Danielle Niderost is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #0K19831), FL, ME, TN, UT, VA, and WI. No insurance business may be conducted outside the states referenced.

Danielle Niderost is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 1505 Main St, Saint Helena, CA, 94574, 707-367-1656. In this regard, this communication is strictly intended for individuals residing in the states of CA, ME, TN, UT, WA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Danielle Niderost is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, ME, TN, UT, WA, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

Chateau Financial Strategies & Insurance Solutions is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither Chateau Financial Strategies & Insurance Solutions 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.​

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