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Wealth Management

Personalized advice from an advisor

A woman in glasses

Smart Weighting™

By limiting exposure to any one sector, size or style in favor of greater diversification and balance, you may be better protected against downside risk when a particular market or segment declines.

Tax optimization

Tax location places assets in different account types to help minimize taxes (higher yield securities being placed in tax-sheltered accounts when possible). Tax-loss harvesting can offset realized capital gains and be written off against income up to relevant IRS limits.

Dynamic portfolio allocation

Because we see your complete financial picture, we can help provide an efficient allocation. As your life evolves, we’ll recommend allocation adjustments to keep your strategy current with your ever-changing situation.

Disciplined rebalancing

Ongoing rebalancing that occurs when the market presents opportunities can help you not only avoid costly emotional mistakes but buy low, sell high and keep your portfolio well diversified. Our research shows that regular rebalancing can significantly enhance portfolio value over time.

Our wealth management tiers

Investment services

$100K to $250K in investment assets

Receive financial and retirement planning guidance from our advisory team, to help you take charge of your money.

  • Unlimited advice and retirement planning help from financial advisors
  • A professionally managed ETF portfolio with reviews upon request
  • State-of-the-art digital tools


Wealth management 

$250K to $1M in
investment assets

Get dedicated advice and specialist support to help you manage your money as you face new financial challenges. 

  • Two dedicated financial advisors
  • Specialists in real estate, stock options and more
  • A customized portfolio with regular reviews
  • Tax optimization, thanks to individual stock investments


Private client

Over $1M in investment assets

You're ready for one-on-one comprehensive financial planning to build customized investment plans to help you meet your lifestyle goals.

  • Two dedicated financial advisors
  • Priority access to our specialists and Investment Committee
  • In-depth specialist support for retirement and wealth planning
  • Private equity investment options*
      *Available to clients with $5,000,000 or more invested.

Our fee structure

We charge one all-inclusive annual management fee at a fraction of the cost of traditional financial institutions. There are no hidden fees, no trailing fees and no trade commissions.

1 Personal Strategy+ may not be available for all 401(k) and 403(b) plan accounts.

Advisory services are provided for a fee by Empower Advisory Group, LLC (“EAG”). EAG is a registered investment adviser with the Securities and Exchange Commission (“SEC”) and subsidiary of Empower Annuity Insurance Company of America. Registration does not imply a certain level of skill or training. Investing involves risk. Past performance is not indicative of future returns. You may lose money. All visuals are illustrative only. Actors are not EAG clients.