The Eagle’s Eye August 2023 Client Letter
Estate planning 101 We’ve had several developments since our last letter I want to tell you about. Last week, we were informed that Concurrent Advisors,
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The way you were raised and the values you grew up with are still what’s important to you. Faith and family. God and country. It’s not just the American way, it’s your way and our way – and it’s worth preserving and passing on to your children. We are here to help you plan for the future and make the most of your resources. Our team of financial advisors is dedicated to providing personalized service and advice that is tailored to your unique needs. Whether you are looking to invest for retirement or simply want to ensure that your finances are in order, we can help. We are proud to serve clients in East Texas and beyond.
EAGLE CAPITAL ADVISORS
At Eagle Capital Advisors, we honor, share and celebrate your values – and we’re here to help you pursue your worthy goals. Just as we’ve done for good people like you for three generations here in Longview.
BILL RICE III
Founding Partner, Managing Director & CEO, ECA, Private Wealth Advisor
Years Of Experience
Team Members
State Licenses
At Eagle Capital Advisors, we pride ourselves on being a wealth management company that is different from the rest. We are constantly looking for innovative ways to serve our clients, striving to grow our business. Our team members are our greatest asset, and we are committed to providing an environment that encourages creativity and collaboration. We offer a variety of wealth management services to our clients, as well as opportunities for advisors to help grow their practices. Our location in East Texas gives us a distinct perspective on the needs of our clients, and we are committed to providing quality service. If you are a passionate and innovative professional, we encourage you to apply to join our team.
Wealth management is a complex and ever-changing field, and we at Eagle Capital Advisors are always looking for talented individuals to join our team. Our business framework is designed to attract and retain high quality talent, and we are always looking for ways to improve. We offer a competitive salary and benefits package, and we are committed to providing our employees with the resources they need to help them succeed. If you are looking for an opportunity to advance your career as a financial advisor, Eagle Capital Advisors is the place for you. Submit your resume and cover letter today!
We’re here to help you achieve your financial dreams.
We know what matters most in life, and we can work with anyone’s unique situation so they get the guidance needed for success- starting now!
At Eagle Capital Advisors, we understand that every client has unique financial goals. We take a comprehensive approach to wealth management, utilizing a variety of strategies to help our clients reach their objectives. We believe in extensive research and due diligence, and we use innovative risk modeling tools to ensure that our strategies are positioned for success in both good markets and bad. Our company is headquartered in East Texas, but we serve clients all over the country. We take pride in our ability to offer a tailored approach to wealth management, and we are dedicated to helping our clients achieve their financial goals.
As financial advisors, we understand that your values are important to you. That’s why we take the time to get to know you and what’s important to you. We believe that by understanding your values, we can better help you pursue your goals. We’ve been helping good people, like you, for three generations here in Longview, and we’re committed to continuing that tradition. If you’re looking for financial advisors who will honor, share, and celebrate your values, then we encourage you to contact us today. We’d be happy to help you pursue your goals.
“We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a road map for your financial journey.” -Bill Rice II, Bill Rice III, William Rice IV, Joe Knox
“Eagle Capital knows what they are doing and have been in business long enough to help handle each and every situation.”
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Advisory Services offered through Concurrent Investment Advisors, LLC an SEC Registered Investment Advisor. Brokerage services offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. PKS and Concurrent Investment Advisors, LLC d/b/a Eagle Capital Advisors are not affiliated companies.
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