About Us
A firm that knows your whole financial situation
Embark takes a holistic approach, with experienced planners incorporating everything from taxes to 401(k) accounts.
Who we are
Holistic, experienced, accessible.
Embark Wealth Management takes a holistic approach to our clients’ financial needs, with experienced financial planners incorporating everything from taxes to 401(k) accounts to develop comprehensive financial plans.
Our skilled financial experts draw on years of investment experience and accumulated expertise to exploit market inefficiencies and protect our clients’ assets.
- Comprehensive, tax-aware financial plans
- Years of investment experience
Investment philosophy
Asset allocation first.
Our philosophy is centered on asset allocation to ensure broad diversification among many asset classes, including domestic, international and emerging markets, as well as REITs and commodities.
While each class is expected to rise over the long term, they do not always move in tandem, so weakness in one can be offset by strength in others. Our advisors combine this passive approach with tactical asset allocation to capitalize on inefficiencies in the market.
Partnerships with tax professionals
We believe we’re uniquely qualified to manage client assets thanks to our intimate knowledge of each client’s financial situation, gained through partnerships with tax professionals.
Ready to start your plan?
Tell us a little about your goals. An Embark advisor will reach out to schedule a conversation.