A GENUINE DIFFERENCE
We do not take our role lightly
WHO WE ARE
EMPOWER WEALTH MANAGEMENT, 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. 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.
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.
OUR PROFESSIONALS
It all comes down to our people… a team of EMPOWER™ experts you can rely on.
We have built a workforce that reflects our values and commitment to our clients. People you can respect, trust, and who will work in your interest. From our founder to our leadership team to each employee…we want to make your retirement the best it can be.
OUR MISSION
To Empower our clients with the education to understand and
achieve the ultimate Tax-Efficient Maximized Retirement Income.
EMPOWER™ SOLUTIONS
- Tax Efficient Social Security Maximization
- Retirement Income Planning
- Tax Preparation and Counseling for Clients
- Private Pensions
- Long-Term Care
- Medicaid Planning
- Wealth Management Planning
- Portfolio Management
- Estate, Will and Trust Planning
- Generational Transfer
- Philanthropic Strategies
WHAT MAKES US DIFFERENT
OUR APPROACH
Utilizing our proven investment philosophy, the leading technology,
and a highly-personalized comprehensive approach, we can offer to
empower your retirement and wealth success.
- Providing an experienced team of professionals that will work shoulder-to shoulder in the interest of your success
- One-on-one meeting to uncover your financial and retirement needs
- Deliver a complimentary detailed reporting and analytics
- Construct a plan specific to lower your taxes and meet your budget and goals
- Assist in making informed, long-term decisions
- Tax efficient wealth now and throughout your retirement
- Continued analysis and assessment of your risk