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Eaglestone Tax & Wealth Advisors announced it raised $3.99 Million in an initial filing from an offering of $3.99 Million

Jul 09, 2024about 1 year ago

Amount Raised

$3.99 Million

RockvilleOther

Company Information

Company

Eaglestone Tax & Wealth Advisors

Location

1101 WOOTTON PARKWAY

Rockville, Maryland, United States

About

EagleStone Tax & Wealth Advisors is an integrated tax and investment advisory company serving clients primarily in the Washington, DC – Baltimore metropolitan areas. Eaglestone also services clients located both nationwide and internationally. We provide a full spectrum of investment management, financial planning, wealth advisory, accounting, and tax planning services*. Our comprehensive and integrated approach, where we review the implications of taxes and investment decisions on a family’s wealth, recognizes the expanding complexity of financial decision making.

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