Scott Wilson, RICP, CLTC, FSCP

Scott Wilson, RICP, CLTC, FSCP Financial Advisor with Eagle Strategies, LLC Please contact me to help you fully analyze your needs and recommend appropriate solutions.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. In addition to a Financial Advisor offering investment advisory services through Eagle Strategies, LLC, A Registered Investment Advisor, I am also licensed as an Agent w

ith New York Life Insurance Company and a Registered Representative of and offer securities products and services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Neither Peak Financial Services LLC, nor New York Life Insurance Company, or its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Peak Financial Services LLC is not owned or operated by New York Life Insurance Company or its affiliates. I am not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

6565 America's Parkway #300
Albuquerque, NM 87110
(505)269-5889

CA License #4451326

Fun birthday weekend! Pickleball tourney, time with my son at Top Golf, a family party at home, and a day with my sweeth...
06/08/2026

Fun birthday weekend! Pickleball tourney, time with my son at Top Golf, a family party at home, and a day with my sweetheart in Santa Fe at Palacio Restaurant, Iconik Coffee, and Ojo Santa Fe. We have some great places to experience in Northern New Mexico.

06/08/2026

Could a forced Roth IRA help your future retirement tax situation? Download this month's edition of my financial news digest:

06/01/2026

Great players don’t get there alone. Behind every player on the world stage is someone who believed in them, challenged them, and helped them grow.

The Assist shares the stories behind U.S. Men’s National Team players Tyler Adams, Tim Ream, and Matt Turner — and the coaches and mentors who shaped their journey.

I hope you’ll take a few minutes to watch these stories. And if you’d like to talk about your own goals, I’d be happy to connect.

Watch the series here:
https://bit.ly/4cSyoZx

Debt relief can feel like the answer when bills are piling up, but it comes with a cost. Depending on the route you take...
05/28/2026

Debt relief can feel like the answer when bills are piling up, but it comes with a cost. Depending on the route you take, your credit score could drop significantly. This article from CNBC breaks down what each option actually does to your credit and how long the damage lasts:

https://cnb.cx/4wWBIKT

Do you know someone who would like to work with a Financial Professional on their financial goals? I'd love to connect and talk through how I can support them.


The article is provided for informational purposes only. Any actions you take regarding debt repayment and credit cards are made at your own discretion. Paying off debt, opening or closing credit cards, or changing your credit utilization may impact your credit score and profile. There is no guarantee of specific outcomes related to credit score changes.

Went to the celebration of life service for Trudy Torrison. Her husband, John, has been a mentor and deep influence in m...
05/27/2026

Went to the celebration of life service for Trudy Torrison. Her husband, John, has been a mentor and deep influence in my life. He spoke lovingly about his wife, and showed incredible gratitude for all of those who encouraged him during her health journey. It is so important to have a mentor and a mentee. Thank you for your example and investment, John.

05/26/2026

Family businesses carry more than hard work — they carry tradition, pride, and the love passed from one generation to the next.
I work with small business owners to help protect the legacy they’ve built, so it can continue for the people who matter most.
Let’s start the conversation today.

Working with these students and teachers this year has been so fulfilling. This is part of the lettering class of Eagle ...
05/25/2026

Working with these students and teachers this year has been so fulfilling. This is part of the lettering class of Eagle Faith at Eldorado High for this year. These student leaders are incredible! They are at the top of their high school class and most of them excel in their sport or art. The future is bright!

This Memorial Day, we pause to remember and honor the men and women who gave their lives in service to our country.We ar...
05/25/2026

This Memorial Day, we pause to remember and honor the men and women who gave their lives in service to our country.
We are grateful for their sacrifice and hold their families in our thoughts today.

One of our joys in life in this season is when Boo-boo our turtle comes to the back door for a meal each day when he is ...
05/25/2026

One of our joys in life in this season is when Boo-boo our turtle comes to the back door for a meal each day when he is hungry. Thinking about installing a turtle cam since he can’t knock.

How does New York Life Insurance Company manage the strength behind whole life insurance?In this Q&A, our Chief Investme...
05/21/2026

How does New York Life Insurance Company manage the strength behind whole life insurance?

In this Q&A, our Chief Investment Officer shares how disciplined investment strategy helps support long-term commitments, stable values, and the opportunity for dividends.

Read the Q&A with Craig Sabal here:

https://nyl.co/4dxMCiR

Address

6565 Americas Pkwy #300
Albuquerque, NM
87110

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