As a Member Agents of The Nautilus Group®, a service of New York Life Insurance Company, Bill and Stuart work hand-in-hand with Nautilus specialists experienced in taxes, estate law, life insurance, accounting, and charitable giving. This relationship helps ensure you benefit from some of the most sound thinking when it comes to your estate.

Through NYLIM, Bill and Stuart are able to offer a diverse range of investment strategies that include asset allocation, fixed income, and equities. Coupled with the investment ideas and insights coming out of our boutiques, we can best help our clients position their portfolios to achieve their objectives.

Through Eagle Strategies, Bill and Stuart provide access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an “Investment Adviser” and is an indirect, wholly owned subsidiary of New York Life Insurance Company.

Bill and Stuart are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly owned subsidiaries provide life insurance, fixed annuities, and long-term care insurance. A mutual insurance company, New York Life is one of the largest mutual life insurance companies in the United States and holds the highest financial strength ratings currently awarded to any U.S. life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody's Investor Service (Aaa), and Standard & Poor's (AA+). (Source: Third-Party Ratings Reports as of 10/18/2022.