Empower Wealth Management logo

Empower Wealth Management

Updated today

Client AUM

$349,336,470

Clients

551

Advisors

8

across 2 offices

About

Empower Wealth Management (Donato Wealth Management, PLLC, doing business as Empower Wealth Management and Empower Wealth and Tax) provides financial planning, discretionary portfolio management, and pension/401(k) consulting to individual and high‑net‑worth clients as well as retirement plans. The firm’s brochure describes written financial plans, ongoing portfolio supervision, and use of third‑party model portfolios and sub‑advisers as part of its service offering.

The firm gathers client financial information to tailor asset allocation and investment strategies, conducts at least annual account reviews, and implements portfolios using model-based strategies provided by Foundations Investment Advisors LLC and other model providers. Empower Wealth Management also assists with account implementation and client servicing while delegating day‑to‑day trading, reporting, and back‑office functions to its sub‑adviser relationships.

Several features in the brochure are notable compared with many peers: it discloses and uses predecessor and hypothetical performance, advertises performance results, and references testimonials, endorsements, and third‑party ratings in its marketing materials. The firm also discloses an affiliation with an insurance and tax services entity that offers insurance products and tax preparation, and the brochure lists roughly 551 clients served by eight advisors, reflecting a relatively high client load per advisor for a team of this size.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Retirement income strategy Social Security optimization General tax planning Medicare planning Wealth management

Occupation focus

Retired Founder/Business Owner Executive

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Fee options

Fixed

Fixed fees may be charged for financial planning and pension consulting services, negotiated case-by-case.

Percentage

$0 - $5,000,000: up to 2.00% $5,000,000+: up to 1.00%

Commissions

Commissions possible from insurance product sales by licensed agents affiliated with the firm; separate and in addition to advisory fees.

Project-based

Up to $350 per hour for stand-alone financial planning services; pension consulting services may also be charged hourly.

Other

Account minimum: $10,000 Minimum fee: $50 annual technology fee

Main office

See office

715 Discovery Blvd, Suite 205

Cedar Park TX 78613

Advisors at this office

5

Most active in

Texas

Also doing business as

Donato Wealth Management, PLLC · Empower Wealth & Tax · Empower Wealth Management

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Philip C

Series 65

Cedar Park, TX

Empower Wealth Management

Philip Capriotti Jr. is a financial advisor at Empower Wealth Management with six years of industry experience. He holds a Series 65 designation and has worked previously at Foundations Investment Advisors LLC. In addition to his advisory role, he is involved with Senior Tax & Insurance Advisors, PLLC, providing insurance product solutions. Empower Wealth Management offers financial planning, discretionary portfolio management, and pension/401(k) consulting to individual and high-net-worth clients as well as retirement plans. The firm utilizes third-party model portfolios and sub-advisers, conducts regular account reviews, and provides services supported by an affiliation with an insurance and tax services entity.

Retirement income strategy Social Security optimization General tax planning Medicare planning Wealth management Retired Founder/Business Owner Executive
user avatar

Philip C

Series 65

Cedar Park, TX

Empower Wealth Management

Philip Capriotti Sr. is a Series 65-licensed advisor at Empower Wealth Management with 10 years of industry experience. He has worked at Foundations Investment Advisors, LLC and Donato Wealth Management, PLLC, and serves as President and CEO of Senior Tax & Insurance Advisors, PLLC, where he provides income planning solutions through insurance products. Empower Wealth Management offers financial planning, discretionary portfolio management, and pension/401(k) consulting to individual and high-net-worth clients and retirement plans. The firm uses model-based strategies and engages sub-advisers to support portfolio management and client servicing.

Retirement income strategy Social Security optimization General tax planning Medicare planning Wealth management Retired Founder/Business Owner Executive
user avatar

Stuart H

Series 65

Cedar Park, TX

Empower Wealth Management

Stuart Hope is a financial advisor at Empower Wealth Management with a Series 65 credential and five years of industry experience. His prior roles include positions at Kestra Investment Services and Equitable Advisors. Outside of advising, he is involved in insurance sales through Senior Tax & Insurance Advisors, PLLC, operating as Empower Wealth Group. Empower Wealth Management serves individual and high-net-worth clients as well as retirement plans, offering financial planning, discretionary portfolio management, and pension consulting. The firm uses model-based investment strategies with ongoing portfolio supervision and delegates day-to-day functions to sub-advisers.

Retirement income strategy Social Security optimization General tax planning Medicare planning Wealth management Retired Founder/Business Owner Executive
user avatar

Robert G

Series 65

Cedar Park, TX

Empower Wealth Management

Robert Gouthro is a financial advisor with Empower Wealth Management in Cedar Park, TX. He holds a Series 65 designation and has been with the firm since 2026. Prior to his current role, he worked in education for over a decade and operates Charleston Judo and Jiujitsu LLC, a martial arts business. Empower Wealth Management provides financial planning, portfolio management, and pension consulting to individual and high-net-worth clients, utilizing model portfolios and third-party sub-advisers as part of its investment approach. The firm serves approximately 551 clients with a team of eight advisors.

Retirement income strategy Social Security optimization General tax planning Medicare planning Wealth management Retired Founder/Business Owner Executive
user avatar

Lisa C

Series 66, Series 65

Cedar Park, TX

Empower Wealth Management

Lisa Capriotti is a financial advisor with Empower Wealth Management in Cedar Park, TX. She holds Series 65 and Series 66 licenses and has one year of industry experience, including prior work at LPL Financial. Outside the financial industry, she has been involved with Charleston Judo and Jiujitsu since 2020. Empower Wealth Management provides financial planning, discretionary portfolio management, and pension/401(k) consulting to individual and high-net-worth clients as well as retirement plans. The firm uses model-based investment strategies, conducts at least annual account reviews, and offers services supported by third-party sub-advisers.

Retirement income strategy Social Security optimization General tax planning Medicare planning Wealth management Retired Founder/Business Owner Executive
user avatar

John S

Series 65, Series 63

Cedar Park, TX

Empower Wealth Management

John Solyman is a financial advisor at Empower Wealth Management with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including VALIC Financial Advisors, Inc., Gradient Advisors LLC, and Foundation Investment Advisors LLC. He is also involved with Senior Tax & Insurance Advisors, PLLC, where he provides insurance product solutions. Empower Wealth Management serves individual and high-net-worth clients as well as retirement plans through financial planning, discretionary portfolio management, and pension/401(k) consulting. The firm utilizes model-based investment strategies and sub-advisers, providing tailored asset allocation and ongoing portfolio supervision.

Retirement income strategy Social Security optimization General tax planning Medicare planning Wealth management Retired Founder/Business Owner Executive
user avatar

Henry L

CFP®

Cedar Park, TX

Empower Wealth Management

Henry Lande is a CFP® professional with five years of industry experience, currently serving at Empower Wealth Management. His prior roles include positions at Integra Global Advisors LLC and Beacon Pointe Advisors, LLC. He is also involved with an affiliated insurance and tax services firm that provides insurance product solutions to clients. Empower Wealth Management offers financial planning, discretionary portfolio management, and pension/401(k) consulting primarily to individual and high-net-worth clients as well as retirement plans. The firm utilizes third-party model portfolios and sub-advisers while providing tailored asset allocation and investment strategies supported by regular account reviews.

Retirement income strategy Social Security optimization General tax planning Medicare planning Wealth management Retired Founder/Business Owner Executive
user avatar

William T

CFP®, Series 66

Cedar Park, TX

Empower Wealth Management

William Tipps is a CFP® and holds a Series 66 license with six years of industry experience. He currently works at Empower Wealth Management and has previously been employed at firms including Austin Asset and Charles Schwab. Empower Wealth Management offers financial planning, discretionary portfolio management, and pension/401(k) consulting to individual and high-net-worth clients as well as retirement plans. The firm uses model-based investment strategies and conducts at least annual account reviews, delegating trading and reporting functions to sub-advisers.

Retirement income strategy Social Security optimization General tax planning Medicare planning Wealth management Retired Founder/Business Owner Executive
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