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Eric Wertheim is an investment advisor representative at Empower Advisory Group, LLC. Eric has been in the industry since 2025. Eric is registered with the state of Florida. Eric has passed the Uniform Investment Adviser Law Examination and the Uniform Securities Agent State Law Examination. Eric has experience providing financial planning and portfolio management services to individuals. Eric is also a Captain in the Florida Army National Guard and has experience maintaining unit safety protocols.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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FL
02/06/2025 - Present
Empower Advisory Group, LLC (Delray Beach FL)
Active
Inactive
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