Deferred Compensation Plans, Supplemental Executive Retirement Plans (SERPs), and Executive Insurance.
Planning for leadership transition, whether to family, partners, or buyers, to preserve company value and ensure long-term stability.
Comprehensive business valuation services in collaboration with The Nautilus Group to help you accurately assess and strategically plan for the value of your business.
Customized group insurance, retirement planning, and financial wellness programs that help employers attract and retain talent.
Assessing individual and family needs and recommending tailored policies that offer financial protection, security, and peace of mind for the future.
Leveraging advanced resources and expertise to design personalized strategies to help you preserve wealth, protect assets, and ensure your values and wishes are carried forward for future generations.
Personalized strategies that balance income, investments, and protection to support financial security and lifestyle goals throughout retirement.
Structuring charitable giving strategies that align with your values, maximize impact, and offer potential financial and tax benefits.
The Financial Professionals at Ruttenberg Capital Group are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly owned subsidiaries provide life insurance, fixed annuities, and long-term care insurance. A mutual insurance company, New York Life is one of the largest mutual life insurance companies in the United States, and holds the highest financial strength ratings currently awarded to any U.S. life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody's Investor Service (Aa1), and Standard & Poor's (AA+). (Source: Individual Third-Party Ratings Reports as of 5/19/2025.)
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As Zachary is a Member Agent of The Nautilus Group®, an exclusive membership service available to the top 200 agents of New York Life, we have access to a team of professionals with expertise in law, taxation, accounting, business succession, and charitable giving. This elite resource provides strategic guidance and sophisticated planning ideas tailored to high-net-worth individuals, families, and business owners. Through this collaboration, we are able to create customized solutions to complex estate, business, and financial challenges—empowering you to make well-informed decisions for your future and legacy.
Why It Matters That Your Financial Professional Is a Member of The Nautilus Group®
You will benefit from the knowledge of an entire team of elite planning professionals with backgrounds in the law, tax, accounting and finance who can provide sophisticated planning tips, strategies and techniques for client consideration.
This membership gives Zachary access to:
Expert guidance on complex financial, business, and estate issues
Exclusive resources to explain planning strategies in clear, simple ways
Collaborative insight from a network of top advisors nationwide
In short, it means you’re not just working with one financial professional—you have the power of a whole team helping you make confident decisions about your wealth, your family, and your future.
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Eagle Strategies is a Registered Investment Adviser and a wholly-owned subsidiary of New York Life Insurance Company. We are dedicated to providing you with investment advisory solutions to help you plan to achieve your future goals.
A relationship built on trust
Our business is personal. Your relationship with us is built over the span of decades and, sometimes, generations. A commitment like that requires a tremendous amount of trust.
Financial decisions are arguably among the most important decisions you will ever make. That is why you will often find yourself doing most of the talking when you meet with us. We must first understand your goals and concerns in order to help find the best possible solutions for your specific needs. This guidance is one of the most important and valuable services we offer, and it is how we earn and maintain your trust year in and year out.
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NYLIFE Securities provides clients with world-class brokerage services and investment options suited for your unique needs. They offer the needed resources for clients to grow and maintain their hard-earned wealth. NYLIFE Securities is a registered broker-dealer and a wholly owned subsidiary of New York Life Insurance Company.