Cedar Park, TX Discovery Blvd logo

Cedar Park, TX Discovery Blvd Office

Team
Updated today

Client AUM

$349,336,470

Clients

551

Advisors

5

Of 8 advisors across 2 offices

Location

715 Discovery Blvd, Suite 205

Cedar Park TX 78613

Advisors at this office

5

Advisors at this office

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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
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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
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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
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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
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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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