Empower Wealth Management
SEC RegisteredEmpowering Your Retirement Journey
About the firm
EMPOWER WEALTH & TAX LLC is an independent registered tax and retirement income investment advisory firm specializing in private wealth management with a unique approach to achieving client goals. Founded in 2005 as Senior Tax and Insurance Advisors, LLC, the firm integrates financial expertise, tax and accounting, and real-life experience into a single advisory service called EMPOWER SOLUTIONS. Unlike many firms, special attention has been given to ensure that clients are educated and involved in all aspects of their Individual Retirement Income Planning, Investment, and Legacy decisions.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
The firm offers Social Security Strategies, Tax Planning, Retirement Income Planning, Insurance Platform, Wealth Management, Investment Management, Estate Planning, Tactical Portfolio Management, Estate Wills & Trust Planning, Generational Transfers, and Philanthropic Planning.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $5,000,000 | 2.00% |
| Over $5,000,000 | 1.00% |
Data as of August 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Empower Wealth Management has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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