Innovative Wealth Solutions

Stay Up To Date With Our Recent Posts

Let us help you
build your legacy.

Ron Greenberg shares his take on why we do what we do; and the commitment we all make to ourselves, and our clients.

“The team at Eagle Rock has provided 1st class advice and service to our business owner clients for many years. When we refer people to Ron and his team, we know they’re in great hands.”

Mark Gittelman, CPA     Gittelman & Company Clifton, NJ

Under Management


*as of 5/18/2023

Combined Years
of Experience


Our Strategies

Private Placement

Private Placement Life Insurance (PPLI) is a tax-eliminated investment strategy that gives sophisticated investors access to any asset class and investment strategy without the performance drag of income / capital gains taxes.

Wealth Management

In light of today’s global economy and variable markets, achieving financial success can be a complex and confusing process for even the most experienced investors, one that requires a significant amount of time, knowledge, and resources.

Insurance Solutions

Life insurance has many unique characteristics that may make it an appropriate solution for a variety of challenges, including providing payment of a death benefit at the death of the insured(s).

Business Planning

Financing retirement has become increasingly complex and can cause unnecessary anxiety, especially for those who plan to access their retirement assets in the next several years.

Recent Posts