Power Wealth Management offers financial planning and connects clients with third-party money managers. Financial planning includes help with financial goals, cash flow, tax planning, insurance, investments, education, retirement, and estate planning. Power Wealth Management does not sell financial products but the owner is affiliated with Power Financial, LLC and sells insurance products.
Power Wealth Management does not directly manage client investments. Instead, they connect clients with third-party money managers. The fees for these managers will be disclosed to you before you sign any agreements. Power Wealth Management receives a portion of the fees you pay to the third-party manager as a referral fee.