Engage Wealth Group, LLC

Overview

Engage Wealth Group, LLC is an independent registered investment adviser structured as an LLC and owned by an individual principal. The firm focuses on serving individuals and families, offering comprehensive financial planning and portfolio management for individuals and small businesses. Its advisory scope also includes pension consulting services and selecting other advisers on clients’ behalf, and it operates as a capital allocator—placing client capital with third-party managers when appropriate. Fees are charged via a mix of asset-based fees, hourly billing, and fixed fees. Engage Wealth Group does not identify as an active ESG investor and is not listed as a multi-state adviser in the provided data.

Assets & Accounts

Investments & Alternatives

Location & Offices