ERX Wealth Partners

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Introduction 

Located in scenic Chester County, Pennsylvania, ERX Wealth Partners is a premier national wealth advisory firm. Co-Founded in 2017 by Michael J. Giongo, a seasoned Wall Street veteran and our CEO, the firm specializes in crafting sophisticated financial strategies tailored for high-net-worth and ultra-high-net-worth individuals and families.

During his tenure at Merrill Lynch, Michael managed an select portfolio of private clients and developed advisory protocols for public finance entities, including school districts and municipalities, showcasing his comprehensive expertise and unwavering commitment to excellence.

In 1997, Michael embarked on a transformative entrepreneurial journey, founding AGS Asset Management, LLP. Over more than two decades, he addressed the complex financial needs of high-net-worth clients and corporate entities, laying the groundwork for what would become ERX Wealth Partners. Today, ERX stands as a leading wealth management firm, with a specialized focus on serving healthcare professionals.

At ERX Wealth Partners, we redefine wealth planning and investment counsel, consistently delivering superior outcomes. Our comprehensive services are meticulously tailored to meet the distinct needs of discerning individuals, families, and corporate clients. As a privately-held, independent firm, we craft bespoke investment strategies that not only drive financial success but also align with our clients' personal values and aspirations, helping them build enduring legacies.

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Partner with ERX Wealth Partners

For decades, Michael J. Giongo and the ERX team have been the trusted choice for industry leaders in corporate America, healthcare, and prominent families. They rely on us not just to craft visionary strategies, but to execute them with precision—helping them achieve their financial goals and create enduring legacies. Let’s work together to secure your future in a way that aligns with your values and aspirations.

Visit Michael’s LinkedIn Profile to learn more.

 Experience ERX

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

— Stephen Covey

GARIBALDI LAKE, BC

Testimonial

Physician Medical Group

& Family

"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

Unbiased Advice

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

— Peter Thiel