Cedar Park, TX Medical Parkway Office
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Empower Wealth Management
Team
Firm-wide stats for Empower Wealth Management
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.
Based on Empower Wealth Management
Expertise
Based on Empower Wealth Management
Location
1603 Medical Parkway, Suite 230
Cedar Park TX 78613
Advisors at this office
3
Advisors at this office
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