Business Details
Your Trusted Financial Partner in Bedford, NH
Eagle Point Investment Advisors is committed to providing independent financial planning and wealth management services designed to help clients preserve, manage, and grow their assets. Our mission centers on acting as your financial advocate with integrity and the highest ethical standards, ensuring personalized care and consideration for every client. We serve accomplished individuals, families, business owners, executives, and retirees, offering tailored strategies to meet diverse financial goals. Our team combines deep industry experience with a proactive approach to navigate volatile markets and economic uncertainties. We specialize in creating customized investment portfolios that align with short- and long-term objectives, utilizing a broad range of non-proprietary financial products and services.As fiduciaries, we prioritize your interests first, focusing on disciplined asset allocation, diversification, and risk management. For business clients, we provide retirement plan strategies that protect corporate liability while optimizing employee investment opportunities. Our consultative approach addresses complex needs, including succession planning, executive compensation, and cash flow optimization. We are dedicated to raising expectations through experienced advisors who act as accountable partners in your financial journey. By maintaining transparency and fostering trust, we aim to build lasting relationships that support clients in achieving financial well-being and legacy planning.
Services
Financial Planning
Retirement Planning
Estate Planning
Tax Planning
Trust Services
Business Retirement Plans
Fiduciary Services
Investment Management
Succession Planning
Executive Compensation
Highlights and features
- We are independent fiduciaries prioritizing client interests with ethical standards.
- Our tailored investment portfolios address both individual and business financial goals.
- We offer comprehensive planning for retirement, estates, taxes, and business succession.
- Our team combines decades of experience in wealth management and financial advising.
- We serve clients across multiple states with customized, non-proprietary financial solutions.
Associations and certifications
- FINRA
- SIPC
Services
Financial Planning
Our financial planning services create customized strategies to help clients achieve long-term financial goals. We analyze income, expenses, assets, and liabilities to develop actionable plans for wealth preservation and growth. By focusing on risk management, tax efficiency, and diversified investments, we provide comprehensive guidance tailored to individual circumstances and life stages.
Retirement Planning
We design retirement plans that align with personal and corporate objectives, including 401(k), 403(b), and defined benefit programs. Our approach emphasizes tax-advantaged savings, asset allocation, and liability protection to ensure financial security during retirement years while complying with regulatory requirements for businesses and individuals.
Investment Management
Our investment management focuses on constructing diversified portfolios using mutual funds, ETFs, and alternative assets. We employ strategic asset allocation and proactive risk management to balance growth potential with capital preservation, adapting strategies to market conditions and client risk tolerance.
Estate Planning
We help clients develop estate plans that ensure efficient wealth transfer while minimizing tax implications. Services include trust creation, beneficiary designations, and legal document coordination to protect assets and fulfill inheritance objectives for future generations.
Business Succession Planning
Our business succession planning addresses leadership transitions and ownership transfers for family-owned and private enterprises. We develop strategies to maintain operational continuity, optimize tax benefits, and ensure fair asset distribution during ownership changes.
People
Edward Hickey, Jr.
Principal | Partner
Edward Hickey, Jr. brings extensive experience in financial advisory services, specializing in wealth management and retirement planning strategies for high-net-worth individuals and businesses.
Scott L. Dudley
Principal | Partner
Scott L. Dudley focuses on fiduciary services and investment management, leveraging his MBA and AIF designation to develop comprehensive financial solutions for corporate and individual clients.
Joseph Suozzo, Jr.
Financial Advisor
Joseph Suozzo, Jr. provides personalized financial guidance, assisting clients with portfolio development and long-term investment strategies tailored to their unique financial circumstances.
William D. Haddad
Administrative Associate
William D. Haddad supports client operations with over 20 years of administrative experience in financial services, ensuring efficient delivery of advisory services.
Becki M. Krueger
Operations Manager
Becki M. Krueger oversees daily operations, implementing systems to enhance client service delivery and maintain compliance with industry regulations.
Questions
What services does Eagle Point Investment Advisors offer?
We provide financial planning, retirement strategies, investment management, estate planning, and business succession services for individuals and corporate clients.
Are you fiduciaries?
Yes, we act as fiduciaries, legally obligated to prioritize client interests in all financial recommendations and investment decisions.
What investment products do you use?
We utilize diversified portfolios including ETFs, mutual funds, bonds, alternative investments, and strategic asset management solutions tailored to client needs.
Do you serve clients outside New Hampshire?
Yes, we work with clients in Arizona, California, Colorado, Florida, Massachusetts, New York, and 15 other states across the U.S.
How are your retirement plans structured?
We design customized retirement programs including 401(k), 403(b), defined benefit plans, and executive compensation solutions with compliance support.
What makes Eagle Point different from other advisors?
Our client-first approach combines independent fiduciary services, comprehensive planning, and personalized investment strategies developed through decades of industry experience.
