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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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Who We Are

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.
 
Founded in 2005 as Senior Tax and Insurance Advisors, LLC and later added Donato Wealth Management in 2016 to become EMPOWER WEALTH & TAX. 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.
Retirement Masterclass & Dinner With Phil Capriotti Sr. at Horseshoe Bay

Our Approach

Unlike many firms, 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 a proven approach we call EMPOWER SOLUTIONS. As a fiduciary advisory “obligated by law to make recommendations to benefit you – the client and not out of self-interest “. To us, it is not just an obligation but a personal and professional trust. This sets us apart.

Our Partners

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.