Douglas J. Lambert, MBA, ChFC®
Holistic Wealth Management
Protection | Accumulation | Distribution
 
Corporate Resources

 

 

The Nautilus Group®

As a member of The Nautilus Group® I can provide our clients with exclusive access to resources, services, and solutions created by specialists in taxes, law, life insurance, accounting, and charitable giving.  We work hand-in-hand with experienced Nautilus professionals to help advance the financial, business, and estate planning objectives of our clients.
 

Eagle Strategies LLC

As an IAR for Eagle Strategies, I provide fee-based financial planning, investment advisory services, and access to a broad array of investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an “Investment Adviser” and is an indirect, wholly owned subsidiary of New York Life. Douglas J. Lambert is an Investment Advisor Representative (IAR) of Eagle Strategies LLC.
 

New York Life Insurance Company

New York Life Insurance Company, a Fortune 100 company founded in 1845, is the largest mutual life insurance company in the United States* and one of the largest life insurers in the world. New York Life has the highest financial strength ratings currently awarded to any life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody’s Investors Service (Aaa), Standard & Poor’s (AA+).** Headquartered in New York City, New York Life’s family of companies offers life insurance, retirement income, investments, and long-term care insurance. New York Life Investments*** provides institutional asset management and retirement plan services. Other New York Life affiliates provide an array of securities products and services, as well as retail mutual funds.

 

NYL Retirement Plan Services

We work with New York Life Retirement Plan Services to help our clients establish compelling executive benefit plans that drive value for executives, organizations, and shareholders. Our access to New York Life Retirement Plan Services allows us to work with a team of professionals who bring over 40 years of retirement planning, actuarial, and plan design experience to help our clients win the executive talent war — while controlling the bottom line.
 

Ash Brokerage

Ash Brokerage is a privately owned, family-operated insurance brokerage general agency. Ash provides us with a multitude of products and support for life insurance, long-term care, disability income, and annuities. Our affiliation with Ash complements our mission to provide our clients with objective solutions to suit their individual needs.
 
*Based on revenue as reported by "Fortune 500, Ranked within Industries, Insurance: Life, Health (Mutual)," Fortune magazine, May 20, 2013.
**Individual independent rating agency commentary as of 1/10/14.
***New York Life Investments is a service mark used by New York Life Investment Management Holdings LLC and its subsidiary, New York Life Investment Management LLC.