Is your portfolio working as efficiently as it could through these times of market volatility?

Choose clarity to:

Develop income strategies.
Reduce unnecessary risk.
Preserve and generate your wealth!

*Private wealth appointments are reserved for investors with $1 million or more in investable assets.

Looking for additional resources to help you hone your investment knowledge? My whitepaper, “The Informed Investor,” will help you on your way to long-term financial independence.

PRIVATE WEALTH
MANAGEMENT

Customized wealth management
advice to ultra-high-net-worth
individuals and families.

Our model blends comprehensive financial planning with sophisticated, disciplined investment management that continually adapts to your evolving goals and priorities.

EWM
DIGITAL

Your interactive planning and investing experience. 

‣  EWM Digital is an online platform that allows you, as a do-it-yourselfer, to manage your financial wellness and make goals-based decisions for your future.

‣  EWM Digital Planning allows you to dig deeper and try out a range of life scenarios, see the real-time impact of your choices, and assess the risks of what-if events on your ability to achieve your objectives.

  With EWM Digital Investing, you’ll benefit from algorithmic rebalancing and a variety of tax-reduction techniques — including lot sorting and asset allocation — to help boost your returns and keep you on track toward achieving your financial goals.

The result? A more powerful way to manage and monitor your investment portfolio and financial picture, and collaborate with your advisor at the right pace.

Kimberly is the Founder and President of Empyrion and the author of Wealthy by Design: A 5-Step Plan for Financial Security.
She brings both technical expertise and real passion to her work with clients, including affluent family stewards, women in transition, and thriving retirees. Kimberly shows her clients that it’s possible to seize control of one’s own financial destiny. She is committed to helping her clients make wise investment choices while avoiding costly mistakes in building wealth.
Kimberly Foss and Empyrion Wealth Management Recognized by National Media
Get your free autographed copy of Wealthy by Design: A 5-Step Plan for Financial Security when choosing to manage your financial life Empyrion.