Engage Wealth Group, LLC

Engage Wealth Group is a fee‑only investment management and wealth advisory firm that serves individuals (including high‑net‑worth clients), employer‑sponsored retirement plans, foundations, charitable organizations, trusts, and estates. The firm manages approximately $113.95 million in discretionary assets across its client base and also provides financial planning, retirement‑plan consulting, and third‑party manager selection services.

Portfolios are managed on a discretionary basis and generally allocate among individual equities, ETFs, institutional mutual funds, and fixed‑income, with investment analysis that incorporates both fundamental and technical methods. The firm also implements options strategies (including covered calls and long puts), may allocate to third‑party managers, and uses an account aggregation service (Pontera) to review and rebalance held‑away ERISA and non‑ERISA plan assets.

Compared with many supported firms, Engage Wealth discloses the use of borrowing (e.g., securities‑backed lines of credit) and the use of derivatives within separately managed accounts — practices the firm notes are uncommon among peers and that can add leverage and complexity. The brochure also highlights operational features such as use of AI tools for meeting transcription (with an opt‑out option), institutional technology (Orion), and custodial relationships with major custodians, and includes disclosures about related conflicts (rollovers and SBLOCs) and the firm’s mitigation practices.