ENGAGE WEALTH GROUP, LLC

Overview

Engage Wealth Group, LLC is an independent, fee-focused advisory firm operating as a limited liability company and serving individual and family clients. The firm provides comprehensive financial planning and portfolio management for individuals and small businesses, offers pension consulting and performs selection-of-other-adviser work, which positions it both as a discretionary manager and a capital allocator to third‑party managers. Fee arrangements are flexible and include percentage-of-AUM billing along with hourly and fixed-fee engagements. Engage Wealth Group is not positioned as an active ESG investor and appears to concentrate its portfolio construction around pooled public vehicles and external manager relationships rather than concentrated single-stock wagers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices