Investment

• Investment Management
  Our investment management approach has been dynamic and market-driven since 2001. By adjusting our processes when the market corrects, we can better assure the safety of your accounts.
• Wealth Management
  Chuck began his career in life insurance, then transitioned to financial planning and finally to wealth management to accommodate his clients’ needs. His goal is to always make the client the center of his advice.

Planning

• Financial Planning
  Financial planning is a process for you to articulate your goals and create an action plan. This is a collaborative process that is the basis of all our work. Without a roadmap, you have no way of knowing how or when you will reach your retirement goals. We use the CFP® model that is collaborative with you for all input to your plan.
• Retirement Planning
  Double Eagle was founded by Chuck Root to better serve clients and their primary advisors. We provide personalized investment and retirement strategies that seek to help you reach your goals and dreams.
• Asset Management
  Since 2001, we’ve taken a dynamic approach to asset management. This process has been around for almost 100 years. We find that few advisors use it as it is a bit more time intense.  Experience and history  shows that this process has been effective and provides good results.