Brave Eagle Wealth Management Client Resources
This private section of our website is designed exclusively for Brave Eagle clients and provides important firm updates, helpful resources, upcoming events, and educational materials.
What’s New
Roth Conversion Season is Open
Schedule your rother conversion meeting for 2026!
September 15th - November 24th
Tuesdays and Thursdays 2PM and 3PM
Schedule Here
New Group Retirement Consultations Format
Year-End Tax Planning
Important Changes to Our Office
New Planning Resources
Changes to Custodian Procedures
Important Market or Economic Updates
Upcoming Client Communications
New Services or Offerings
Upcoming Events & Important Dates
Quick Links
Client Resources
Retirement Planning
FDNY Pension Resources
Social Security Resources
Medicare Resources
Retirement Planning Guides
Tax Planning
Roth Conversion Information
Tax Planning Resources
Year-End Planning Checklist
Investment Education
Understanding Your Portfolio
Market & Investment Education
Investment Planning Resources
Educational Materials
Brave Eagle presentations
Workshop materials
Helpful videos
Articles and guides
Our Commitment to Our Clients
At Brave Eagle Wealth Management, our relationship with you extends well beyond managing your investments. We believe effective retirement planning requires an ongoing, coordinated approach—one that considers your investments, pension, taxes, income, and long-term goals together.
We are committed to keeping you informed, helping you navigate important financial decisions, and proactively identifying opportunities as your circumstances and the financial landscape evolve.
Our goal is simple: to provide the knowledge, guidance, and personal attention you need to make informed decisions throughout retirement.
Call 212-918-4760 or send an email to emily@braveeaglewealthmanagement.com