Holistic wealth management services team

Your staff is ready to solve all your financial needs.

We are focused on helping you achieve stated objectives, and meaningful outcomes that provide a sense of accomplishment and peace of mind – it’s what we call richer returns. The firm’s services cover the services you need: investments, taxes, estate planning, real estate, and insurance. Because what matters is not just how much you make, but how you can reach your goals.

See how we work
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Goals Based Returns make a difference in your net worth — and your legacy.

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Your integrated staff of professionals ensures every aspect of your financial life. is aligned for your maximum benefit.

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You’ll feel the rare confidence of knowing the financial side of your life is all set.

How Empirical Wealth Management works for you

You

Financial Advisor

Executes on financial strategy and plan

Associate Advisor

Provides operations and financial plan coordination support

Portfolio Manager

Executes on investment strategy

Tax Advisor

Develops tax stategies and prepares tax returns

Estate Planner

Consults on legacy planning (family and charitable wealth transfer planning)

Insurance Advisor

Customizes coverage on complex insurance products and strategies

Real Estate Advisor

Residential real estate transaction and advisory services

Resort
INTEGRATED STAFF

It’s your life, and it is managed by experts that offer you more control.

Enjoy your own staff of highly experienced professionals balancing your investments, tax, estate, real estate and insurance considerations. Using modern portfolio theory, Empirical aims to deliver strong, sustainable outcomes.

Discover how we think

under management $8B+

average advisor experience 20+ years

per staff group 71 clients

AUM, experience and client segmentation data is as of July 1, 2025.

James Harrington

Testimonial provided by existing Empirical clients. No compensation was provided for these statements. There are no known conflicts of interest between these clients and Empirical.

Nothing compares to having a staff of professionals handling our wealth in a coordinated way. We are completely confident that our finances and legacy are taken care of.