Michael Eagan Email & Phone Number

Wealthcare 360 clients enjoy a higher level of confidence knowing they have a strategic plan in place that addresses their total financial picture and a quarterly roadmap to capitalize on opportunities, solve problems, and avoid unnecessary risk. That’s why I created Wealthcare—to offer a more holistic, efficient way for clients to manage their financial well-being while optimizing assets and income. We focus on maximizing their "return on life," helping them live fully while staying ahead of their financial goals.I often describe my role as a “primary care” financial advisor. I can quickly assess a client’s overall financial health non-invasively, identify problem areas or blind spots, and make recommendations to get them where they want to be. When needed, I connect clients with specialist advisors (CPAs, attorneys, investment advisors, etc.) who can further assist.My expertise in business, estate, retirement, and insurance planning over 30+ years has also resulted in consulting engagements and joint ventures with Citibank Private Bank, Sun Life of Canada, Blue Cross Blue Shield of Massachusetts, and Arbella Insurance Group. I am a former president of the Boston Chapter of the National Association of Insurance and Financial Advisors and preferred provider for the Mass Society of CPAs. I graduated from Holy Cross in Worcester with a B.A. in Economics and reside with my family in Sudbury, MA. I have been involved with charities throughout my career including the Saint Vincent de Paul Society, Catholic Charities, and Habitat for Humanity.

Listed skills include Retirement Planning, Wealth Management, Financial Services, Securities, and 9 others.

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  College Of The Holy Cross

  Economics