Engage Wealth Advisors, LLC

Overview

Engage Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC that serves both individual/family and institutional clients. The firm offers a mix of financial planning and portfolio management services for individuals, small businesses and institutions, and it lists pension consulting among its advisory capabilities. Its billing models include percentage-of-assets, hourly fees and fixed-fee arrangements. Engage does not self-identify as an active ESG investor and appears to operate from a single-state footprint rather than as a multi-state adviser. The firm lists relationships with professional service providers, including accounting and insurance firms, which suggests it coordinates planning and risk-management services alongside investment advice. Engage is not described as a capital allocator; its use of external fund managers for alternatives indicates a reliance on third-party vehicles rather than an in-house private capital platform.

Assets & Accounts

Public Holdings

Investments & Alternatives