facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Freedom.  Prosperity.  Peace of Mind.

Let's Connect



ERX Wealth Partners

We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations.



____________________________________

Introduction 


Located in the picturesque Chester County, Pennsylvania, ERX Wealth Partners is a premier national wealth advisory firm. Co-Founded in 2017 by President & CEO, Michael J. Giongo, a seasoned Wall Street veteran, our firm excels in crafting sophisticated financial strategies for high-net-worth and ultra-high-net-worth individuals and families. At Merrill Lynch, Michael managed an elite portfolio of private clients and developed advisory protocols for the management of public finance entities, including school districts and municipalities, showcasing his comprehensive expertise and commitment to excellence.

In 1997, Michael embarked on a more than two-decade entrepreneurial journey in wealth advisory by founding and leading AGS Asset Management, LLP, addressing the complex financial needs of high-net-worth clients and corporate entities. This venture laid the foundation for ERX Wealth Partners' innovative and client-focused approach, which has evolved into a premier wealth management firm with a specialized focus on serving healthcare professionals.

At ERX Wealth Partners, we challenge conventional norms in wealth planning and investment counsel to deliver superior outcomes. Our comprehensive wealth management services are meticulously tailored to meet the unique needs of discerning individuals, families, and corporate clients. As a privately-held, independent entity, we craft bespoke investment strategies that ensure financial success while reflecting our clients' personal values and aspirations, helping them build enduring legacies.

Learn more about the ERX Journey...

Visit Michael's LinkedIn Profile





 Experience ERX


"When the trust is high, communication is easy, instant, and effective."

Stephen Covey

GARIBALDI LAKE, BC



Testimonial


Physician Medical Group

& Family


28 year Clients


"For over two decades, I've had the privilege of entrusting our family's wealth management to Mike Giongo and the EMPOWERx team at ERX Wealth Partners.

Since the inception of our partnership, the cornerstone of ERX has consistently been trust and integrity.

Mike and his dedicated team have adeptly furnished our family and medical practice with forward-thinking wealth advisory, astute investment management, asset protection, and strategic business consulting services. Their approach is both personal and systematic, a blend that is complemented by cutting-edge technology.

I wholeheartedly endorse ERX Wealth Partners for those in pursuit of great people, process, and technology to meet their financial planning requirements." 



Clear Vision & Stewardship


"Transparency, honesty, kindness, good stewardship, even humor, work in businesses at all times."

John Gerzema



Jackson Hole


We provide financial planning and investment management services to select clients. Our goal is to empower our them with a clear vision for their financial future, while also providing responsible stewardship of their assets.


Unbiased Advice


“The most contrarian thing of all is not to oppose the crowd but to think for yourself.”

Peter Thiel


french Lavender


We believe that unbiased advice is critical to helping clients achieve their financial goals. Our curated approach involves working closely with clients to gain a deep understanding of their unique circumstances and offering clear, easy-to-understand recommendations that are nuanced to their specific needs.


WELCOME!