Power Wealth Management, LLC

Power Wealth Management, LLC primarily advises pension and profit‑sharing plans and other institutional or pooled vehicles, soliciting third‑party money managers and providing financial planning and consulting to plan sponsors or their representatives. The firm delivers written evaluations such as net worth statements, investment policy documentation, and tailored financial plans, and it does not act as custodian or directly manage client assets.

Rather than exercising discretionary trading authority, the firm refers clients to third‑party money managers, facilitates onboarding and ongoing liaison tasks (including delivering manager disclosure documents and reviewing quarterly statements), and tailors recommendations through documented investment objectives and risk‑tolerance analyses. For financial planning engagements the firm applies fundamental and technical analysis and completes work on an hourly basis, with periodic reviews communicated to clients as needed.

Notable compared with many peers, the firm’s managing member operates an affiliated certified public accounting practice and is a licensed insurance agent, and the brochure discloses that more than half of the member’s time is spent in the accounting/tax practice and that insurance products may be offered. The firm’s business model—receiving solicitor fees from third‑party managers while relying on hourly planning fees and not charging percentage‑of‑assets‑under‑management or performance‑based fees—is relatively uncommon among investment‑manager advisors.