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    ABOUT US

    New Eagle Wealth Management is a division of The New Eagle Group. We believe in order to provide you with the best recommendations it’s important to understand your whole financial picture. Our businesses complement each other to give us a better understanding of your tax, insurance, and financial needs to better serve you.

    We are here to help you! Please call our office at 563-582-2376 or submit a request online. We will be more than happy to set-up an appointment!

    IOWA

    ILLINOIS

    WISCONSIN

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    Meet Melissa

    Meet Melissa

    Melissa joined New Eagle Wealth Management as a Financial Advisor in 2021 and is a Managing Partner. Prior to joining New Eagle Wealth Management, Melissa worked at a local Credit Union for over 13 years where she started her financial career as a licensed Administrative Assistant. She then transitioned to a Financial Advisor and turned her passion of helping others into a career. Melissa provides guidance tailored to the unique needs of her client’s financial goals, whether it’s saving for retirement, education planning, 401k rollovers or life insurance. Melissa also enjoys working with small businesses to help provide retirement solutions for themselves and their employees.

    Melissa received her AAS degree from Northeast Community College and her Bachelor of Science degree from University of Dubuque. She currently holds her Series 7 and 66 licenses, as well as her Life and Health Insurance licenses. Melissa enjoys spending time with her family, traveling, volunteering within the community, and an active member of the Dubuque Women’s Leadership Network and the Dubuque Area Chamber of Commerce Young Professionals.

    WHO & HOW WE HELP

    With so many products available in today’s marketplace we will do the research for you to find the right product or service to match your financial needs.

    For a financial solution to meet your wealth management needs, please call Melissa at 563.582.2376.

    Our Companies

    Buchheit Tax Service All Seasons Heating & Cooling Locators Exit Realty Dubuque
    New Eagle Insurance Eagle Point Solar The New Eagle Group Home + Floow

    Financial Planning/Investment Guidance

    It is important to create a strategic portfolio built around your unique goals. How will you know your future without a financial plan? We can help you get one started.

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    FREE TOOLS

    We have tools available to help you calculate the value of your future. Try these out and call us to help you get started.

    Social Security Estimator Life Insurance Estimator

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