Douglas J. Lambert, MBA, ChFC®
Holistic Wealth Management
Protection | Accumulation | Distribution
 
 
 
 
 
 
There’s a notion that wealth is a destination.

The truth is, it’s the start of a journey all its own.
 

 

 
 
You spend years pursuing financial independence and then, through hard work and some smart decisions, you achieve it. But for all the answers a lucrative career or business provides, success breeds at least as many questions. Just like your home, your business, and your relationships, financial wealth demands knowledge and attention to detail.
 
My professional resources include over 40 professionals from The Nautilus Group, a service of New York Life, with extensive experience in law, taxation, accounting, business, insurance, finance and philanthropic planning. My clients also have access to premier investment management services through Eagle Strategies LLC, a wholly owned subsidiary of New York Life. New York Life is a Fortune 100 company, founded in 1845 and has the highest possible financial strength ratings currently awarded to any life insurer from all four of the major credit rating agencies.*
 
Collectively we offer you a vast depth of experience and insight to help you navigate your journey. Because the last thing financial independence should mean is going it alone.
*A.M. Best (A++), Fitch (AAA), Moody’s Investors Service (Aaa), Standard & Poor’s (AA+). 
Individual independent rating agency commentary as of 8/1/13.