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Leonel Galvez

Financial Advisor
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                              Investment Management


                              Eagle Strategies LLC, is a Registered Investment Adviser and an indirect, wholly owned subsidiary of New York Life Insurance Company, 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 their clients’ unique investment objectives and risk tolerance levels. The breadth of investment knowledge of our Financial Advisors, coupled with the support of Eagle’s diverse team of investment experts, allows them to provide the continuous financial guidance needed to help clients achieve long-term financial success.

                              Investment Advisory

                              Managing your wealth requires a clear understanding of your overall investment objectives. Eagle's comprehensive investment advisory capabilities utilize a disciplined investment approach that looks beyond traditional asset allocation, while addressing important factors such as risk tolerance levels and investment time horizons, to provide a clearer picture of our clients’ overall wealth.

                              Financial Planning

                              A comprehensive financial analysis of assets, liabilities, cash flow, and investments helps us identify a clear path to our clients’ prosperous futures. We’ll craft a detailed financial plan that helps you have the right wealth accumulation and preservation strategy in place to achieve your long-term investment objectives. More importantly, we continuously monitor and adjust our clients’ financial plans to ensure that they remain aligned with their stated objectives.

                              Investment Advisory Services Offerings

                              Fund Advisory Program

                              This program combines the expertise of professional third party investment managers with the personalized service and guidance of the Financial Advisor. By analyzing your overall investment goals, risk tolerance levels, and liquidity needs, we’ll help you determine which investment portfolio allocation, consisting of an optimal blend of nonproprietary mutual funds and/or exchange-traded funds (ETFs) is most appropriate for your investment goals and specific situation.

                              Separately Managed Accounts

                              Separately Managed Accounts (“SMAs“) are a type of professionally managed investment accounts that invest in individual securities on a discretionary basis and provide clients with the flexibility of restricting the holdings of certain securities and tactically utilizing gains and losses for tax planning purposes. We will leverage Eagle’s robust offering of nonproprietary SMA strategies available through third-party money managers to either custom design a holistic investment portfolio or utilize individual strategies to address your specific allocation needs.

                              Rep Directed Program

                              This is an investment advisory program through which we will construct a customized portfolio of individual mutual funds, exchange traded funds (ETFs), and in some cases, individual securities, using the strategic asset allocation framework developed by Eagle Strategies and a leading institutional asset manager, or simply by us for you to review and approve. We’ll seek to utilize an optimal blend of asset classes that helps maximize long-term returns, manage overall portfolio volatility and pursue investment objectives while remaining aligned with your risk profile.

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

                              Our Location

                              7111 Fairway Drive Suite 301
                              Palm Beach Gardens, FL 33418

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                              Se habla español.

                              Schedule an Appointment

                              Get in Touch

                              Phone: 516-650-4337
                              Office: 561-905-0234
                              Email: lgalvez@eaglestrategies.com


                              Disclosure

                              Leonel Galvez is an agent of and 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 #4107863), CT, FL, GA, MA, MN, MO, NC, NJ, NY, PA, SC, TX, and VA. No insurance business may be conducted outside the states referenced.

                              Leonel Galvez 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, 7111 Fairway Dr Ste 301, Palm Beach Gardens, FL, 33418, 561-905-0234. In this regard, this communication is strictly intended for individuals residing in the states of CA, FL, GA, MA, MN, MO, NC, NJ, NY, PA, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

                              Leonel Galvez 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, FL, GA, MA, MN, MO, NC, NJ, NY, PA, TX, and VA. As such, these services are strictly intended for individuals residing in the states referenced.

                              Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

                              For more information about NYLIFE Securities LLC and its investment professionals.

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                              Eagle Logo Blue

                              Leonel Galvez

                              Financial Advisor
                              • ABOUT
                                • Meet Leonel
                                  • Strategic Affiliations
                                    • Our Process
                                    • SERVICES
                                      • Personal Solutions
                                        • Retirement Solutions
                                          • Business Solutions
                                            • Investment Management
                                              • Insurance and Annuities
                                              • RESOURCES
                                                • Calculators
                                                  • Articles
                                                    • Helpful Links
                                                    • CLIENT LOGIN
                                                      • eMoney
                                                        • Eagle Strategies
                                                          • New York Life
                                                          • Contact Us

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