Empower Wealth Management logo

Empower Wealth Management

Updated today

Client assets under management

$349,336,470

Clients

551

36% high-net worth

Advisors

5

of 5 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

110

Very High

Average account size

$634,004

About

Empower Wealth Management advises individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities, offering financial planning, discretionary and limited non‑discretionary portfolio management, and pension consulting. The firm also facilitates related services through an affiliated entity that provides insurance products and tax‑preparation services.

The firm implements client portfolios primarily by using model portfolios and related research provided by a sub‑adviser (including Foundations Investment Advisors LLC and other model managers), while Empower Wealth Management retains responsibility for supervision, portfolio rebalancing, and client servicing; accounts are typically reviewed at least annually. Investments may include mutual funds, ETFs, equities, fixed income and other instruments, and the firm’s disclosures note the possible use of non‑traditional exposures that carry additional risks.

Compared with many peers, Empower Wealth Management combines roughly $349 million in reported assets with a large client base served by a small team (551 clients and five advisors), resulting in a relatively high client‑to‑advisor load. The firm’s materials emphasize model and sub‑adviser disclosures (clients receive sub‑adviser Form ADV materials) and its client‑facing information also incorporates model, hypothetical or predecessor performance figures, third‑party ratings and endorsements/testimonials, while disclosing the affiliated insurance and tax activities and the related conflicts of interest.

Client services

Financial planning Portfolio management Pension consulting

Expertise

General retirement planning Social Security optimization Medicare planning General tax planning

Fee options

Fixed

Negotiable fixed fees for financial planning and pension consulting services

Percentage

$0 - $5,000,000: Up to 2.00% Over $5,000,000+: Up to 1.00%

Commissions

Commission-based compensation for insurance products sold by licensed persons, separate from advisory fees

Project-based

Up to $350 per hour for financial planning and pension consulting services

Other

Account minimum: $10,000 Minimum fee: $50 annual technology fee

Main office location

Empower Wealth Management

715 Discovery Blvd, Suite 205

Cedar Park TX 78613, United States

Number of offices

3

Most active in

Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Philip C

Series 65

Cedar Park, TX

Empower Wealth Management

Philip Capriotti is a financial advisor at Empower Wealth Management in Cedar Park, TX, holding a Series 65 designation with six years of industry experience. He previously worked at Foundations Investment Advisors LLC and has been associated with Empower Wealth Management since 2019. Outside of investment advisory, he is involved with Senior Tax & Insurance Advisors, PLLC dba Empower Wealth Group, providing insurance product solutions to advisory and non-advisory clients. Empower Wealth Management offers financial planning, discretionary portfolio management, and pension consulting to individuals, high-net-worth clients, retirement plans, trusts, and estates. The firm uses third-party model portfolios and a sub-adviser relationship with Foundations Investment Advisors LLC, with services supplemented by affiliated tax and insurance offerings.

General retirement planning Social Security optimization Medicare planning General tax planning
user avatar

Philip C

Series 65

Cedar Park, TX

Empower Wealth Management

Philip Capriotti is a financial advisor at Empower Wealth Management with nine years of industry experience. He holds a Series 65 designation and has worked at Foundations Investment Advisors and Donato Wealth Management. Capriotti is also President and CEO of Senior Tax & Insurance Advisors, PLLC dba Empower Wealth Group, where he provides income planning solutions for retirees through insurance products. Empower Wealth Management offers financial planning, discretionary portfolio management, and pension consulting to individuals, high-net-worth clients, retirement plans, trusts, and estates. The firm uses third-party model portfolios and sub-adviser relationships to tailor investment programs, and complements its advisory services with affiliated tax preparation and insurance offerings.

General retirement planning Social Security optimization Medicare planning General tax planning
user avatar

Stuart H

Series 65

Cedar Park, TX

Empower Wealth Management

Stuart Hope is a financial advisor at Empower Wealth Management in Cedar Park, TX, holding a Series 65 designation with four years of industry experience. Prior to joining Empower Wealth Management in 2025, he worked at Equitable Advisors, LLC and Kestra Investment Services, LLC. Outside of his advisory role, he is involved in insurance sales through an affiliated entity, Senior Tax & Insurance Advisors, PLLC dba Empower Wealth Group. Empower Wealth Management provides financial planning, discretionary portfolio management, and pension consulting to a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, and estates. The firm utilizes third-party model portfolios and sub-advisory relationships to tailor investment programs, supplementing its advisory services with affiliated tax preparation and insurance offerings.

General retirement planning Social Security optimization Medicare planning General tax planning
user avatar

John S

Series 63, Series 65

Cedar Park, TX

Empower Wealth Management

John Solyman is a financial advisor at Empower Wealth Management in Cedar Park, TX, with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including VALIC Financial Advisors, Gradient Advisors LLC, and Foundation Investment Advisors LLC. In addition to his advisory role, he is involved in insurance sales through an affiliated entity, Empower Wealth Group. Empower Wealth Management provides financial planning, discretionary portfolio management, and pension consulting services to individuals, high-net-worth clients, retirement plans, trusts, and estates. The firm utilizes third-party model portfolios and sub-adviser relationships to tailor client programs based on objectives, risk tolerance, and time horizon, managing approximately $200 million in discretionary assets.

General retirement planning Social Security optimization Medicare planning General tax planning
user avatar

Henry L

CFP®

Cedar Park, TX

Empower Wealth Management

Henry Lande is a CFP® professional with five years of industry experience, currently serving as an advisor at Empower Wealth Management. His prior roles include positions at Integra Global Advisors LLC and Beacon Pointe Advisors, LLC. Outside of his advisory work, he is involved in insurance sales through an affiliated entity, Senior Tax & Insurance Advisors, PLLC dba Empower Wealth Group. Empower Wealth Management provides financial planning, discretionary portfolio management, and pension consulting to individuals, high-net-worth clients, retirement plans, trusts, estates, and other entities. The firm utilizes third-party model portfolios and sub-adviser relationships to tailor client programs based on objectives, risk tolerance, and time horizon, and supplements its advisory services with affiliated tax and insurance solutions.

General retirement planning Social Security optimization Medicare planning General tax planning
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