A mother and daughter play on a boat while on vacation

Empower Private Client Solution

Premium service for the things that matter.

With our Private Client Solution,1 you get a customized managed portfolio, an exclusive team that specializes in what matters most to you and more. Let our Private Client dedicated advisor team assist you with crucial financial matters, including tax optimization, legacy and estate planning consultation, and access to private equity (if eligible).

Exclusive portfolio management

The Private Client team takes a comprehensive view of your investments and assets to build a strategy to align with your personal goals. Your meticulously managed account is never pooled, ensuring that all your investment needs get the care they deserve.

  • Your account is continuously monitored to uncover rebalancing opportunities as they arise. If your life changes, the Private Client team is able to adjust your strategy so it always aligns with your needs.
  • Your strategy can be customized to your situation to cover socially responsible investing, company stock plans, highly appreciated securities and more.
  • Your dedicated Private Client team assists you under one all-inclusive fee model. There are no trailing fees or trade commissions.
A woman sits, having coffee while using mobile phone and smiling
A man sits at desk while reviewing financial documents

Tax optimization

Don’t pay more than you need to. The Private Client team helps you reduce your tax liability by using municipal bonds, tax-managed individual stocks and tax-loss harvesting, when appropriate. The team’s approach is to allocate your income-generating assets to a tax-deferred account while growth-oriented assets are allocated to a taxable account. Your team can also provide general tax guidance and review past returns to help you manage your taxes efficiently.

Access to private equity

If you have at least $5 million invested with Private Client, you may be eligible to participate in a private equity offering. Private equity allows you to access a diversified basket of investments previously only available to large, institutional investors that do not trade on public stock exchanges.

A woman sits in a car reviewing financial information on tablet device
A man sits in a chair in his living room

Comprehensive financial planning

Your team can review your long-term goals and help you create a plan to achieve them. We’ll help evaluate the impact of various estate decisions and review legacy considerations, including titling, beneficiary designations, gifting and asset-protection strategies.

These are just some of the services you get as a private client.
Get started by calling 877-534-4569 to learn more.

1 Empower Private Client is an advisory service offered by Personal Capital Advisors Corporation, an Empower company and a registered investment adviser.

Carefully consider the investment option’s objectives, risks, fees and expenses. Contact Empower Retirement for a prospectus, summary prospectus for SEC-registered products or disclosure document for unregistered products, if available, containing this information. Read each carefully before investing.

Securities, when presented, are offered and/or distributed by GWFS Equities, Inc., Member FINRA/SIPC. GWFS is an affiliate of Empower Retirement, LLC; Great-West Funds, Inc.; and registered investment adviser, Advised Assets Group, LLC. This material is for informational purposes only and is not intended to provide investment, legal or tax recommendations or advice.

IMPORTANT: The projections, or other information generated on the website by the investment analysis tool regarding the likelihood of various investment outcomes, are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. The results may vary with each use and over time.

Investing involves risk, including possible loss of principal.

Insurance products are issued by or offered through Great-West Life & Annuity Insurance Company, Corporate Headquarters: Greenwood Village, CO; or in New York, by Great-West Life & Annuity Insurance Company of New York, Home Office: New York, NY. Guarantees are subject to the terms and conditions of the contract and the claims-paying ability of the insurer.

The managed account service is part of the Empower Retirement Advisory Services suite of services offered by Advised Assets Group, LLC, a registered investment adviser.

The Empower Institute is a research group within Empower Retirement, LLC.

“EMPOWER” and all associated logos and product names are trademarks of Great-West Life & Annuity Insurance Company.

All features may not currently be available and are subject to change without notice. ©2022 Empower Retirement, LLC. All rights reserved.

Unless otherwise noted: Not a Deposit | Not FDIC Insured | Not Bank Guaranteed | Funds May Lose Value | Not Insured by Any Federal Government Agency.