Empower Wealth Management: Personalized Planning for High-Net-Worth Investors
Share Product:
Empower Wealth Management: Personalized Planning for High-Net-Worth Investors
Some products on phroogal.com may include affiliate links — learn how we make money.
Empower Wealth Management: Per...
What Is Empower Wealth Management?
Empower Wealth Management is a comprehensive wealth advisory service designed to help individuals manage their finances with a tailored, expert-led approach.
Whether you’re planning for retirement, building generational wealth, or optimizing your tax strategy, Empower offers a personalized solution with hands-on support.
Empower Wealth Overview
| Offer | Best For | Minimum Investment | Fees |
|---|---|---|---|
| Wealth Management | Comprehensive financial planning with expert support | $100,000 | Tiered AUM-based pricing |
How Empower Wealth Management Works
Empower Wealth starts with a personalized consultation and delivers a custom strategy to help you reach your goals—covering everything from investments to taxes and estate planning.
- Download Free Dashboard: Connect and view your financial life in one place.
- Schedule a Consultation: Speak with an Empower advisor to assess your financial situation and objectives.
- Build Your Plan: Get a customized strategy that covers investments, taxes, estate planning, and more.
- Ongoing Management: Your advisor monitors and adjusts your plan as life and market conditions change.
Features & Benefits
| Feature | Benefit |
|---|---|
| Personalized Financial Planning | Customized guidance for retirement, legacy planning, and more |
| Dedicated Advisors | Access to financial professionals who proactively support your strategy |
| Curated Investment Opportunities | Access public and private market investments tailored to your goals |
| Advanced Dashboard | Monitor net worth, investments, and performance in real-time |
| Holistic Services | Integrates tax planning, estate strategies, and income management |
| Get Free Wealth Dashboard |
|
Who Is It For?
Empower Wealth Management is best for:
- Individuals with $100,000+ in investable assets
- Those seeking comprehensive wealth planning and tax efficiency
- People looking for expert, hands-on financial guidance
Pricing
- Minimum investment: $100,000
- Fees: Tiered based on assets under management
Examples:
- Investment Services ($100K–$250K): Core planning, ETF portfolios
- Wealth Management ($250K–$1M): Two advisors, advanced support
- Private Client ($1M+): Priority access, private equity options
Trust & Security
- SEC-registered investment adviser (Empower Advisory Group, LLC)
- Subsidiary of Empower Annuity Insurance Company of America
- Free Empower Dashboard with bank-level encryption
- Over 13 million users and top-rated app experience
Frequently Asked Questions
Is Empower Wealth legit?
Yes. Empower is a regulated and registered investment adviser with a strong reputation and digital tools to support your financial goals.
What is the minimum to get started?
$100,000 in investable assets is required to open a wealth management account.
Do I get a human advisor?
Yes. You’ll work with one or more dedicated financial professionals depending on your account tier.
Are tax and estate planning included?
Yes. Empower Wealth Management includes holistic services like tax optimization and estate planning for qualifying clients.
Ready to Grow and Protect Your Wealth?
| Account Types | Individual |
|---|---|
| Advisory Style | Human Advisor |
| Features & Access | Account Aggregation, Savings Goals |
| Fees & Pricing | % of Assets |
| Minimum Deposit | $1,000+ |
| Perks & Value Adds | Tax Optimization |
We appreciate your honest feedback. Share your real experience to help others make confident money decisions.
Jason Vitug –
Why Consider Empower Wealth Management?
1. Tailored to Your Needs
Unlike one-size-fits-all solutions, Empower Wealth Management focuses on crafting plans that match your circumstances. This personalization is key to achieving financial success.
2. Proactive Management
Empower’s expert advisors provide proactive management, ensuring your wealth grows in alignment with your goals. Their ability to adjust portfolios based on market changes and life events adds significant value.
3. Transparency and Trust
With clear fee structures and ongoing communication, Empower prioritizes transparency. You always know what you’re paying for and the value you’re receiving.
4. Integration of Financial Goals
By combining investment management with estate planning, tax strategies, and retirement planning, Empower creates a unified strategy that ensures no aspect of your financial future is overlooked.