Private Client | Empower

You Deserve A Higher Level of Service

As an Empower Private Client, you get more than just a personalized portfolio, you get a team dedicated to helping you reach your goals. Take advantage of our advice in legacy planning, private equity and more.

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Portfolio Customization

We take all your investments and assets into account when building your portfolio and come up with a game plan to help you with stock options, private company stocks and highly appreciated securities.

Tax Efficiency

We help minimize your tax liability by placing assets in different account types (higher yield securities being placed in tax-sheltered accounts when possible). Tax-loss harvesting can offset realized capital gains and be written off against income up to relevant IRS limits.

Suite of Private Banking Services

You get access to a broad suite of products and services exclusively for private clients through our partnership with BNY Mellon.

Private Equity Access

Access private equity investments to build a portfolio previously only accessed by large, institutional investors.

Advisory services are provided for a fee by Empower Advisory Group, LLC (EAG). EAG is a registered investment adviser with the Securities and Exchange Commission (SEC) and an indirect subsidiary of Empower Annuity Insurance Company of America. Registration does not imply a certain level of skill or training. Investing involves risk. Past performance is not indicative of future returns. You may lose money. Advisory fees are calculated based upon the amount of assets being managed (as detailed further in the Empower Advisory Group, LLC Form ADV).

Empower Private Client advisory services are available when you invest $1,000,000 or more with us. See Empower Advisory Group, LLC Form ADV.

Private equity investments are not appropriate for all investors and typically come with higher risks and fees. Empower works with clients to assess their financial situation, investment objectives, risk tolerance, time horizon, liquidity needs, and investment knowledge to determine if such investments are appropriate for them. Personal Strategy clients are required to be accredited investors to utilize private equity investments.

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