Empowering Your Retirement Journey

Specializing in private wealth management, we provide education, guidance, and strategies to help you achieve a tax-efficient retirement income.

Who We Are

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.

Our Services

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.

Philanthropic Planning

Generational Transfers

Estate Wills and Trust Planning

Tactical Portfolio Management

Estate Planning

Investment Management

How It Works

Complimentary Portfolio Review

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.

Tax Efficient Retirement Income Planning Report

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.

Social Security Maximization Report

Next, we provide you with a complimentary, detailed report and analysis of your current financial status.

Morningstar Investment Analysis

We conduct a Morningstar report to help you understand your portfolio's risk, evaluate your maximum drawdown, and assess its tax efficiency.

Ongoing Risk Assessment and Management

This ongoing evaluation ensures that your wealth is managed efficiently, helping to secure your financial future with tax-efficient strategies.

Meet Our Team

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.

Philip Donato Capriotti, Sr.

Philip Capriotti, Jr.

Jenna Esponda

Erika Turner

Gregory Putbrese

Jimye Ketchens

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Are You Ready To Take Charge Of Your Financial Future?

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!

Empower Solutions

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