Counsel your
family’s future
deserves.
For high-income professionals, families, and business owners who measure success in decades — not quarters.
Begin a ConversationYou have worked hard to build what you have. The next question is what it becomes.
Wealth well managed is rarely wealth managed loudly. It is patient work — a sequence of considered decisions, made on your terms, in your time.
Eagle’s Crest Advisors was built to pair the discipline of a financial institution with the warmth of a family office. That means fewer clients, deeper relationships, and strategies written for your life — not for a quarterly narrative.
Our counsel spans the whole of a financial life: the investments, certainly, but also the taxes, the estate, the business transition, the milestones that rewrite every plan. We sit across the table with you for each of them.
Five disciplines, one conversation.
A plan, drafted like a home.
A living plan, revisited each year and rewritten when life does. Cash flow, goal funding, insurance — the things that make every other decision clearer. We map the years ahead the way an architect drafts a home — for how you intend to live in it, not how it looks on paper. The plan is the room where every other conversation begins.
Proactive, not seasonal.
Proactive, not seasonal. We read your return like a story and look for the chapters where small, compounding choices add up over decades. Roth conversions, charitable timing, asset location, the harvesting that goes unnoticed in good years — the savings live in the spaces most plans overlook.
Institutional discipline, family temperament.
Portfolios built around your tax picture, your time horizon, your tolerance for turbulence. Fiduciary by structure, patient by philosophy. We invest with the discipline of an institution and the temperament of a family — owning quality, holding through noise, and rebalancing only when the evidence asks us to.
The architecture beneath the legacy.
The structure beneath the legacy — trusts, beneficiaries, gifting, the quiet architecture that ensures what you build reaches the generations you built it for. We coordinate closely with your attorney and CPA so that documents, accounts, and intentions all tell the same story. Done well, it is work your heirs will never have to undo.
The moments that rewrite the plan.
A new child, a business sale, a marriage, a loss. The moments that rewrite the plan. We are the call you make first — and the counsel that steadies the next step. Before the paperwork, before the decisions that cannot be undone, there is a conversation. We make sure it happens at the right table, with the right people in the room.
A firm built on relationships — led by the people you’ll actually meet.
Private wealth counsel is a trade practiced in person, over time. Meet the advisors whose names sit beside yours on every plan.
Abel Oonnoonny
Over twenty-five years in financial services — as advisor, branch manager, and regional planning consultant — have made Abel the advisor clients call first. His practice centers on comprehensive retirement, estate, and tax planning, with an emphasis on the capital gains and income decisions that compound quietly over decades.
Beyond the firm, Abel serves on the board of the Metropolitan Opera, where he champions a younger audience’s engagement with the arts. He has also established a scholarship fund at his alma mater, Boston University, to support first-generation college students entering financial services. He lives in Huntington, NY with his wife and three children.
Schedule with AbelNew address. Same standard.
One minute with Imtiyaz on why he joined Eagle’s Crest — and what the firm’s next chapter looks like for the families it serves.
Imtiyaz Nathoo
Nearly two decades working alongside ultra-high-net-worth individuals and families have shaped the way Imtiyaz thinks about wealth: growing it matters, but protecting it, structuring it intelligently, and making sure more of it stays where it belongs matters just as much.
As a CERTIFIED FINANCIAL PLANNER™ and Certified Wealth Strategist®, he brings both technical foundation and strategic depth. His process begins with protection, then builds planning into one integrated approach where each piece strengthens the others. At the end of the day, he is a husband and a proud girl dad — and there is nothing that sharpens the instinct to protect what matters more than that.
Schedule with ImtiyazReese Linton
More than two decades in financial services have taught Reese one enduring truth: the best financial plans are built on trust, and trust begins with really listening. His practice spans the full picture — retirement, estate, tax, and wealth planning — because every piece of a client’s financial life is connected, and no single piece should be left untended.
Reese is a CERTIFIED FINANCIAL PLANNER™. Patient by nature and genuinely curious about the people he serves, he doesn’t rush the process. Because a plan left unattended doesn’t thrive — and neither does a client relationship without someone truly invested in it.
A proud Floridian, Reese has spent his entire career serving clients all over the country. At home, he is a husband, father of three, and a grandfather who knows firsthand that the best things in life are worth protecting.
Schedule with ReeseInvestment rigor, client care, everywhere in between.
More than a decade of institutional investing — in public and private equity, portfolio management, and investor relations. Formerly a portfolio manager at COUNTRY Financial and an analyst on the private equity team at State Farm, she now provides investment research and advisory through Cornerstone Portfolio Research. A CFA charterholder with an MBA from the University of Iowa. Based in Leavenworth, Washington.
The first voice you hear, and the steady thread through every meeting, document, and follow-up. A careful hand with the details that make a client feel known.
A measured process, for unhurried decisions.
A first conversation.
No pitch, no prospectus. We learn about you — your family, your work, the decisions already on your mind.
Understanding the picture.
We review what exists: the accounts, the returns, the existing plans. We identify the gaps before we propose a step.
A plan, written to last.
A strategy with specifics. Investments, tax positioning, estate structure, timing. Delivered in plain English, revisited annually.
The long conversation.
The work doesn’t end at the plan. We steward it through markets, milestones, and the moments that rewrite everything.
A conversation is
always the first step.
Thirty minutes. No obligation. Just a chance to see whether our counsel is right for the decisions ahead of you.