Hands-on investment management tailored to your needs.
Power Wealth Management was established as an independent Registered Investment Advisor uniquely different from the major Wall Street firms. With our independence comes the ability to act as an unbiased fiduciary to our clients. We aren’t tied to a family of funds or investment products.
Through our open architecture framework, we focus on diversification among multiple asset classes, such as cash, fixed income, equities, options, and alternative investments.
Before making a single recommendation, we take the time to understand your ultimate financial objectives. Asking the right questions and carefully listening to your financial goals, allows us to personalize managed solutions, avoiding a one-size-fits-all approach to portfolio construction.
We design a strategy customized to your needs. Our portfolios focus on diversification among multiple asset classes. Each investment solution is carefully constructed to reflect the appropriate risk level, consider unique tax situations, and maximize return potential.