Financial Planning
"Failing to Plan is Planning to Fail"
Our Purposeful Wealth Process is centered around educating you on what you need to do to reach your goals and helping you implement a plan for success.
Risk Management
Risk Management is more than just helping you mitigate investment risks. Our decades of experience have prepared us to not only guide you through volatile markets, but life's transitions as well.
Life Empowerment
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day. We are here to help empower you to live your best life at every stage.
Infinite Resources
Want to learn more about Retirement, Social Security, Insurance, Tax or Estate strategies?
You can accomplish the things you want to do.
If you're like our clients, you don't want to worry about your money. You want to live the life you've worked for. That may include traveling, spending time with family and friends, or perhaps pursuing a passion or two.
You want to know that the return on your investment portfolio is meeting expectations, that fees paid are fair and reasonable, you're avoiding unnecessary taxes and mitigating risks.
Not to much to ask for right? RIGHT!
A proper plan with the right investments can help navigate the always changing markets and help mitigate losses.
Since 1999, we’ve helped hundreds of families find their way through the financial landscape so they were prepared when life happened.
It’s time to stop worrying and take action. You too can have confidence knowing you’ll be able to live an empowered life with purpose well after you retire.
Women Empowerment
Unfortunately, there are some misguided deep-rooted beliefs in the financial community about women in relation to money and investing, such as:
Women have fewer assets - NOT TRUE
Women are completely risk adverse - NOT TRUE
Women are not interested in investing - NOT TRUE
Inevitably, with misconceptions come misguided behaviors. Our mission is to empower women at every stage of her financial life with education and guidance. Provide a community where questions are answered and knowledge is shared. Where women can gain clarity and peace of mind by better understanding their investments and financial plan, whether they share that responsibility with a spouse or partner or manage it alone.
As women have taken more responsibility for their long-term goals and financial health, they have become a force to be reckoned with. This brings an array of unique financial needs.
Claiming your power starts with one crucial question, "What do I want?" Answering this one question can be a potent force for personal change...it is the very core of a good financial plan as well as the foundation for a life well lived.
Planning for your future doesn’t have to be confusing or overwhelming.
Our Purposeful Wealth Process can be accomplished in three easy steps.
1. Introductory Meeting
This meeting is your chance to see if we are the right fit for your goals and for us to analyze your current situation.
2. Customized Plan
After learning more about you, and truly understanding your purpose, we create a personalized financial and investment plan to help you reach your goals. Life isn't stagnant, nor should your plan be. We're with you every step of the way.
3. Empowered Life
With your plan in place, you can be confident knowing your financial life is in order so you can live a purposeful life.
Where do you want your financial roadmap to take you?
Just about everyone has a different option on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation. Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all.
At Empower Wealth Management, we strive to create a personalized financial roadmap that may guide you toward your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance.