Empyrion Wealth Management™ was founded in 1989 as a boutique investment firm for Family Stewards, Women in Transition, and Thriving Retirees using a client-centric approach.

At the core of our philosophy is the belief that each of our clients is unique: each individual is facing distinct challenges and pursuing different goals. We work closely with women in transition, family stewards, and retirees to understand their specific needs, values, and ambitions.

Every investment portfolio should be as unique as the individual client. Empyrion™ collaborates with individuals and families to craft strategies designed to meet their particular needs. Clients can feel confident knowing that their investment strategy has been built specifically for them and is not based on a one-size-fits-all approach. At Empyrion™, we supplement our expertise with a broad network of financial experts, institutions, and professionals. In addition to financial professionals, Empyrion™ works with a select group of professional tax advisors to provide our clients with the very best in tax liability mitigation strategies.

Although our advice is always tailored to the needs of the client, our core investment philosophy acts as the foundation for all of our recommendations. Our approach is based on the work of Nobel Prize-winning economist Eugene Fama, whose research has informed the financial strategies of professional investors for over 30 years. Empyrion™ uses a science-based methodology focused on research, process, and rigorous testing of both our data and our results, providing an independent, objective foundation for our investment advice.

 

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