Who We Help

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.

Empyrion Wealth Management (“Empyrion”) is an investment advisor registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940. Information pertaining to Empyrion’s advisory operations, services and fees is set forth in Empyrion’s current Form ADV Part 2A brochure, copies of which are available upon request at no cost or at www.adviserinfo.sec.gov. The views expressed by the author are the author’s alone and do not necessarily represent the views of Empyrion. The information contained in any third-party resource cited herein is not owned or controlled by Empyrion, and Empyrion does not guarantee the accuracy or reliability of any information that may be found in such resources. Links to any third-party resource are provided as a courtesy for reference only and are not intended to be, and do not act as, an endorsement by Empyrion of the third party or any of its content. The standard information provided in this blog is for general purposes only and should not be construed as, or used as a substitute for, financial, investment or other professional advice. If you have questions regarding your financial situation, you should consult your financial planner or investment advisor.

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

  • Deductions for Investment Fees? Well, It Depends…
    Deductions for Investment Fees? Well, It Depends…

    With the passage of the 2018 tax law, investment fees, along with most other itemized deductions, are no longer available to reduce taxable income but there are exceptions. Questions about investment fees and their deductibility, your IRA accounts, or other financial matters should be answered by an accredited, licensed financial advisor.

  • 2019 Changes to Retirement Plan Contribution Limits and Social Security Benefits
    2019 Changes to Retirement Plan Contribution Limits and Social Security Benefits

    The U.S. government changes a variety of investment and benefits thresholds based on the inflation rate. For 2019, we’ll see significant changes to the savings threshold – including for 401(k)s and Traditional and Roth IRAs – and cost-of-living and retirement age adjustments for Social Security beneficiaries. Here's what you can expect.

  • Good Balance Matters: Rebalance to Keep Your Portfolio on Course
    Good Balance Matters: Rebalance to Keep Your Portfolio on Course

    We constantly urge the people we advise to remember the importance of maintaining a proper mix of different types of assets and careful, ongoing adjustment of that mix to keep them on the path we agreed on when they began investing. There are two important principles at work: diversification and rebalancing. Diversification is what sets you on your course, and rebalancing is how you stay there. Here's how rebalancing works, and why it matters.

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