Empower Wealth Management

Overview

Empower Wealth Management is an independent registered investment advisor formed in 2020 and owned by an individual. The firm focuses on serving individual and family clients with a mix of financial planning and portfolio management services for both personal and small-business/institutional clients. Its advisory services include comprehensive financial planning, discretionary and non‑discretionary portfolio management, and pension consulting. Compensation is delivered through a mix of percentage‑of‑AUM fees and periodic fixed or hourly engagement charges. Empower does not identify as an active ESG investor. Empower reports relationships with professional service providers, including an accountant and an insurance company, which suggests coordination for tax and risk‑transfer planning alongside investment management. The firm does not describe itself as a capital allocator, but it does place client capital into third‑party investment managers for select alternative exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices