Tools and Resources

Explore the links and resources on this page to learn more about how we can provide guidance for your financial journey

Whitepapers

We distill the knowledge and observations of financial thought leaders to provide meaningful information on the topics that matter most to you. Click on one of the links below to learn more.

Family Stewards

Family stewards have reached the point in their life where their concerns for financial wellbeing extend to the welfare of future generations. Learn about how we provide guidance and support for those dedicated to securing the future of their children and those who come after.

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The Informed Investor

Do you wonder if the financial markets are too risky? Is there a way to invest for the future without the fear of losing everything? Learn how knowledgeable investors put the markets to work for them—and sleep soundly at night.

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The Fiduciary Standard and
the Individual Investor

All financial advisors are not created equal. Learn why a fiduciary advisor is legally and ethically obligated to put your needs first, and what that can mean for your financial future.

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Securing Your Legacy: Basics of Estate Planning

This whitepaper will give you a basic understanding of the purposes of estate planning and how it might be important for you. You’ll know the most vital questions to answer as you begin thinking about estate planning, and you’ll have a better idea of where to go for more information.

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Beyond the Grief

There is nothing more devastating than the loss of a spouse, and thinking about the financial consequences of losing a spouse is the last thing a survivor wants to deal with. We discuss and outline the steps that a recent widow or widower should consider when facing this significant life transition.

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Suddenly Single: Financial Independence for Divorced Women

Few obstacles in life can compare to the emotional and financial turmoil caused by divorce. But you don’t have to weather the storm alone. Learn the steps you need to take to regain control of your life, your finances, and your future.

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Gray Divorce, Living Together, and Elder Care: Handling the Transitions

Older persons, either because of divorce or a spouse’s death, are increasingly seeking non-marital living arrangements called “re-partnering.” We discuss some of the considerations to keep in mind for friends, family, and the re-partnered persons.

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Life Stages

Life is a journey of multiple parts, and having the right map for the stage you’re in can make all the difference. Whether you’re investigating a career change, dealing with divorce, navigating the harsh reality of bereavement, or readying for retirement, we can help you plot the course to your destination.

Meet With Us (Virtually)

At Empyrion Wealth Management, we help guide our clients to financial prosperity through the power of choice, knowledge, and commitment. Do you need a second opinion on your financial situation? Book a free (virtual) consultation.*

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

Calculators

Use these free online calculators to help you forecast your retirement lifestyle, calculate the value of a college education, think about your stock options, make smart insurance decisions, and so much more.

Client Portal

At Empyrion Wealth Management, our guiding motto is “People before Profits, Service above Self.” Clients, please use these links to our secure portal: stay informed, connected, and confident.

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

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