Cedar Park, TX Discovery Blvd logo

Cedar Park, TX Discovery Blvd Office

Team
Updated today
Empower Wealth Management logo

Empower Wealth Management

Team

Firm-wide stats for Empower Wealth Management

Total advisors

8

Across 2 offices

Clients per advisor

69 High

Avg AUM per client

$634,004 Low

HNW client ratio

36% Typical

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

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

Based on Empower Wealth Management

Occupation focus

Retired Founder/Business Owner Executive

Based on Empower Wealth Management

Location

715 Discovery Blvd, Suite 205

Cedar Park TX 78613

Advisors at this office

5

Advisors at this office

user avatar

Philip C

Series 65

Cedar Park, TX

Empower Wealth Management

Philip Capriotti Jr. is a financial advisor with Empower Wealth Management in Cedar Park, TX, holding a Series 65 designation and seven years of industry experience. He has worked at Foundations Investment Advisors LLC and has been with Donato Wealth Management, PLLC dba Empower Wealth Management since 2019. Capriotti is also involved with Senior Tax & Insurance Advisors, PLLC dba Empower Wealth Group, 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 uses written financial plans, ongoing portfolio supervision, and third-party model portfolios to tailor asset allocation and investment strategies.

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

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 65, Series 66

Cedar Park, TX

Empower Wealth Management

Lisa Capriotti is a financial advisor at Empower Wealth Management in Cedar Park, TX, holding Series 65 and Series 66 licenses with one year of industry experience. Her prior work includes roles at LPL Financial and Charleston Judo and Jiujitsu. She has a background connected to Citadel Military College. 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 tailored asset allocation strategies, third-party model portfolios, and sub-advisers to manage client accounts.

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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