ENGAGE WEALTH ADVISORS, LLC

Overview

Engage Wealth Advisors, LLC is an independent registered investment adviser that serves both individual and family clients as well as institutional relationships. The firm operates as a fee-based advisory business, billing via percentage of AUM alongside hourly and fixed fees, and offers a mix of financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Engage leans toward equity-centered portfolios: exchange-traded equities are the dominant asset type across their managed assets, and the firm lists a clear preference for equities in its allocation approach. Engage is not positioned as a capital allocator running its own private funds; instead it uses third‑party managers for alternative exposures and external products for client implementation. The firm is not identified as an active ESG investor and does not operate as a multi‑state adviser. Its business model supports both discretionary and non‑discretionary mandates, enabling a mix of hands‑on portfolio management and advisory arrangements depending on client needs.

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