Specializing in private wealth management, we provide education, guidance, and strategies to help you achieve a tax-efficient retirement income.
EMPOWER WEALTH & TAX LLC is an independent registered tax and retirement income investment advisory firm specializing in private wealth management with a unique approach to achieving client goals.
Since 2005, Founder Philip Capriotti Sr. has been helping his clients maximize retirement income. Unlike many firms, we place special emphasis on ensuring that clients are educated and involved in all aspects of their Individual Retirement Income Planning, Investment, and Legacy decisions.
We integrate financial expertise, tax and accounting, and real-life experience into a single advisory service to educate clients on every financial decision. It’s an approach we call EMPOWER SOLUTIONS.
Utilizing our proven investment philosophy, the leading technology, and a highly-personalized comprehensive approach, we can help you reach your financial goals and secure your desired retirement lifestyle with a tax-efficient retirement plan that’s best for you.
This complimentary portfolio review and tax analysis is absolutely free. We receive no compensation; we are simply here to educate. So don’t delay! Click below to schedule your consultation to Empower your retirement.
We can give you the tangible answers you need by developing a comprehensive tax efficient plan. This includes a cash flow analysis, tax and risk assessment and an estate plan review.
Next, we provide you with a complimentary, detailed report and analysis of your current financial status.
We conduct a Morningstar report to help you understand your portfolio's risk, evaluate your maximum drawdown, and assess its tax efficiency.
This ongoing evaluation ensures that your wealth is managed efficiently, helping to secure your financial future with tax-efficient strategies.
It all comes down to our people… a team of EMPOWER™ experts you can rely on.
At our core, we believe in building a workforce that embodies our values and commitment to you. Each person, from our founder and leadership team to every single employee, is someone you can respect and trust. We’re here to ensure your retirement is everything you’ve dreamed of and more. Let’s make your golden years truly shine.
At Empower Wealth Management, we specialize in private wealth management to help you achieve financial confidence and peace of mind. Whether you’re looking to preserve your wealth, grow your assets, or plan for a secure retirement, we’re committed to guiding you every step of the way. Let’s start your journey today!
Specializing in private wealth management, we provide education, guidance, and strategies to help you achieve a tax-efficient retirement income.
Investment advisory services offered through Donato Wealth Management, PLLC, dba Empower Wealth Management and Empower Wealth & Tax (“Empower Wealth Management” or “EWM”),
an SEC registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.
The information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions. You should consult with a professional adviser before implementing any strategies discussed. Content should not be viewed as an offer to buy or sell any of the securities mentioned, or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Personal investment advice can only be rendered after the engagement of EWM, execution of required documentation, and receipt of required disclosures. All investment and insurance strategies have the potential for profit or loss. Asset allocation and diversification will not necessarily improve an investor’s returns and cannot eliminate the risk of investment losses. Past performance is no guarantee of future results. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #305031.
Insurance products and tax services are offered through Senior Tax and Insurance Advisors, PLLC, dba Empower Wealth Group (“Empower Wealth Group” or “EWG”). Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products. They do not in any way refer to investment advisory products offered through EWM. Rates and guarantees provided by insurance products and annuities are subject to the financial strength of the issuing insurance company; not guaranteed by any bank or the FDIC. EWG is not affiliated with or endorsed by the U.S. Government, Social Security Administration, nor the federal Medicare program. You may be contacted by a licensed insurance agent. Calling the number above will direct you to a licensed insurance agent. EWG may not offer every plan available in your area. Any information provided is limited to plans available in your area. Please contact Medicare.gov or 1-800-MEDICARE.
EWM and EWG are both affiliated companies of Empower Wealth, LLC (“Empower”). Investment adviser representatives of EWM may have a financial incentive to recommend tax and insurance products and/or services offered through EWG which presents a conflict of interest. This conflict is addressed by EWM’s adoption of its Code of Ethics, which requires that all EWM’s Associated Persons place the interest of clients ahead of their own. Clients of EWM are also free to choose their own tax and/or insurance professionals and are under no obligation to utilize the services offered through any related entities or persons associated with Empower.
Strategic Partners listed on this page are not employees of EWM and are not affiliated through common ownership.
We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.
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