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Frequently Asked Questions

What does a financial advisor do?

A financial advisor is a trained specialist who helps advisory clients with investments and various other financial matters. From retirement planning to estate planning to tax planning, financial advisors can help clients in every phase of their financial lives.

What types of clients do you specialize in?

The Embrescia Wealth Management Group specializes in clients who have investable assets of $500,000 and above. We work with clients who are seeking advice in the areas of retirement planning, business succession planning, and overall estate planning.

What is your investment approach?

Our hand-picked investment managers follow an array of investment strategies used to personalize each clients’ individual needs, goals, and objectives.

How often do you meet with your clients?

We typically meet with clients on a quarterly basis but we are happy to meet with clients as frequently as they prefer. The frequency and structure of in-person meetings is determined by the client’s preference. If a new portfolio recommendation is urgent, we do not wait for a quarterly meeting to communicate the details.

What is an annuity?

An annuity is a contract with an insurance company. With an annuity, the insurance company promises to pay you income on a regular basis for a period of time you choose. Guarantees are based on the claims paying ability of the issuing company.

Why should I choose to work with Embrescia Wealth Management Group?

Families choose to work with us because they seek financial confidence and an ability to feel comfortable that qualified professionals are handling important financial decisions.