A complete list of active advisors currently associated with Empower Wealth Management
Warmer can help you find a great advisor at Empower Wealth Management or one who fits your needs even better.
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.
To learn more about the advisors currently working at Empower Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Empower Wealth Management's office locations.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
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