Major life transitions can create a ripple of financial complexity. At Empyrion™, we specialize in helping clients conquer these challenges, while deploying strategies that successfully protect and grow their wealth.

Family Stewards

As the leader of your family’s legacy, day-to-day financial management and responsibilities are likely the least of your pressing concerns. Your primary focus is securing your family’s total financial wellbeing and providing future members with the power of choice and opportunity — no easy feat.

By partnering with Empyrion™, you will benefit from a comprehensive wealth management plan that empowers you to create a legacy that transcends generations. Our approach includes sophisticated investment consulting and management geared toward wealth preservation, plus advanced tax and estate planning solutions to account for uncertainties.

Women in Transition

Now more than ever, women are commanding higher income and becoming economic powerhouses. But faced with life changes like divorce, receiving an inheritance or the death of a spouse, financial security can fade quickly without a defined plan in place.

At Empyrion™, we have a long history of helping women in transition navigate the next phase of their lives with confidence, conviction and clarity. Together, the team offers unparalleled expertise in solving the financial challenges women face and can introduce competitive wealth management and estate planning tactics that allow you to surmount obstacles, while tapping new opportunities for personal and professional growth.

Thriving Retirees

Building a viable nest egg is only one component of a successful retirement income strategy. Your plan for capitalizing on those assets and using them to sustain your new lifestyle is equally critical. Our team leverages the power of dynamic portfolio design and in-depth planning to provide clients with a seamless, successful transition into retirement.

At the outset, we spend ample time helping our clients visualize their ideal retirement lifestyle, analyze their situation and stress-test those findings to develop a solid long-term strategy. When constructing our final recommendations, we focus on providing our clients with the stability and financial strength they need to achieve their post-working goals, without risking their futures.

From the Blog