Our Process

Process Graphic

You may wish to use your investment portfolio to facilitate a short-term funding need, or you might require liquidity on an unsecured basis. Whether your need is straightforward or more complex, we can help find the right solution for you.

Our six-step wealth management process is designed to help us identify and structure the solution that works best for you, ensuring that we always consider your personal circumstances while still providing quality advice. With our advisory services offered through Eagle Strategies coupled with the discernment of Barilotti Wealth Strategies you can help make the most of what we have to offer.