Wealth Management Services

Our comprehensive approach ensemble covers a wide spectrum of wealth management and multi-family office services which may include the following depending on your needs:

Financial Planning

  • Goals-based Financial Planning
    Retirement Planning
    College Planning
    Insurance Analysis
    Cash Flow Analysis
    Estate Plan Analysis

Financial Advisory

  • Discretionary Asset Management
  • Asset Allocation
  • Investment Manager Selection

Multi-Family Office*

  • Comprehensive Financial Planning
    Custom Family Education
    Medical Invoice Reconciliation
    Bill Payment
    Estate and Wealth Transfer Planning
    Tax Preparation
    Investment Tax Planning
    Risk Management
    Liability Management
*Multi-Family Office Services may be delivered to the client either by John D. O’Malley, Jr., Eastgate staff, through Steven Spector LLC, or through a contractor of either Eastgate’s or the client’s choosing.