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Adam Herzing, CFP
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Wealth Management


Through Eagle Strategies LLC, a wholly owned subsidiary of New York Life Insurance Company, we work with our clients to design and implement a variety of wealth accumulation and management plans, offering investment programs ranging from separately managed portfolios of stocks and bonds to mutual funds, and access to third-party wealth management programs. We offer a consistent process to help ensure management of investment assets according to your goals, risk tolerance and time horizon. We then monitor your plan on a continual basis, and adjust and evolve as your needs change.

Disclosure

Adam Herzing is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, AR (AR Insurance License #9820958), AZ, CA (CA Insurance License #0F87737), CO, CT, ID, IL, MD, ME, MI, MN, MO, MS, MT, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, and WA. No insurance business may be conducted outside the states referenced.

Adam Herzing is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 26501 Rancho Pkwy S Ste 102, Lake Forest, CA, 92630, 949-600-8252. In this regard, this communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, CT, FL, ID, IL, IN, MD, ME, MI, MN, MS, MT, NC, NJ, NV, NY, OH, OK, OR, SD, TX, UT, VA, WA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Adam Herzing is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AL, AR, AZ, CA, CO, CT, FL, ID, IL, IN, MD, ME, MI, MN, MS, MT, NC, NJ, NV, NY, OH, OK, OR, SD, TX, UT, VA, WA, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

Adam Herzing is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

For more information about NYLIFE Securities LLC and its investment professionals.

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Adam Herzing, CFP
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  • About
    • How We're Different
    • Meet Your Team
    • Strategic Resources
    • You-Centric Approach
  • Expertise
    • Services for Individuals & Families
    • Services for Businesses
    • Services for Pre-Retirees & Retirees
    • Life Plan Strategies for Your Business
    • Lifetime of Hope
    • Navigating Income Tax
  • Resources
    • Weekly Market Overview
    • Our Blog
    • Investment News
    • Combined Video Library
    • Newsletter Articles
  • Contact
    • Get a Second Opinion
    • Office Information
  • CLIENT DASHBOARD

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