Financial Plan
Comprehensive plans with investment, retirement and tax planning sections, built around your whole financial picture.
Your whole financial picture, planned together.
Embark Wealth Management blends investment management with tax and retirement planning, so every decision works toward the same goals.
What we do
A leader in investment management
Financial planning and investment management for small businesses, entrepreneurs and individual investors.
Investment Strategy
A customized portfolio recommendation specific to each client’s financial situation, based on the financial plan.
Depth of Analysis
Our advisors evaluate many investment options, taking a deep dive into fundamentals and selecting only those with the most potential.
Our philosophy
Diversified by design. Tactical where it counts.
Our approach centers on asset allocation across domestic, international and emerging markets, REITs, commodities and more. Because asset classes rarely move in tandem, weakness in one can be offset by strength in another.
We pair that passive core with tactical asset allocation to capitalize on market inefficiencies.
About our firm →- Holistic planning, from taxes to 401(k)s
- Partnerships with tax professionals
- Alternative options such as private REITs
No conflicts of interest
We accept no commissions from mutual funds or other companies for selling their products. Our fees depend on portfolio value, so our interests align directly with yours.
How we’re paid →Who we serve
From estate planning to the small-business 401(k).
We assist high-net-worth individuals with detailed financial and estate planning, and help entrepreneurs set up and monitor retirement plans for their teams.
Ready to start your plan?
Tell us a little about your goals. An Embark advisor will reach out to schedule a conversation.