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      As Social Security’s funds face insolvency, experts say these are key factors to watch
      As Social Security’s funds face insolvency, experts say these are key factors to watch
      KEY POINTS An improving economy has helped modestly improve the outlook for Social Security’s funds. But...
      Women, part of the wave of baby boomers reaching ‘peak 65,’ are more likely to struggle in retirement, research finds
      Women, part of the wave of baby boomers reaching ‘peak 65,’ are more likely to struggle in retirement, research finds
      KEY POINTS From now until 2030, 30.4 million Americans are expected to turn 65. Women who are entering...
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Empowering Your Retirement Journey

Providing Education, Guidance, and Strategies to Help You Achieve Tax-Efficient Retirement Income.

Phil Capriotti | Square

Who We Are

EMPOWER WEALTH & TAX LLC is an independent registered tax and retirement income investment advisory firm with a unique approach to achieving client goals.

Since 2005, Founder Philip Capriotti Sr. has been helping his clients achieve maximized retirement income. Unlike many firms, special attention has been given to ensure 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 along with real-life expertise 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.

How It Works

1

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.

2

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.

3

Social Security Maximization Report

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

4

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.

5

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.

Tune Into Retire Smart Austin TV
Sundays from 9:00 – 9:30 am on KTBC-FOX Channel 7
Sundays from 10:30 – 11:00 am on NBC-KXAN Channel 36

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Schedule A Free Consultation Today!

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Are You Ready To Take Charge Of Your Financial Future?

At Empower Wealth Management, we’re committed to helping you achieve financial confidence and peace of mind. Let’s start your journey today!