 ERX Wealth PartnersWhere Precision Meets Strategy—Wealth Built for Generations. ____________________________________ At ERX Wealth Partners, we do more than manage wealth—we engineer multi-generational financial legacies with precision, foresight, and purpose. Founded in 2017 by Michael J. Giongo, a Wall Street-trained financial strategist with a career spanning Merrill Lynch, institutional finance, and executive wealth structuring, ERX was built for those who demand clarity, control, and long-term financial efficiency. For nearly three decades, I have advised high-net-worth and ultra-high-net-worth families, corporate leaders, and distinguished professionals—structuring tax-optimized investment strategies, multi-generational estate plans, and liquidity frameworks that sustain wealth across market cycles and generations. At ERX, we take a bespoke, independent approach—ensuring that wealth is not just preserved, but structured for strategic opportunity, risk mitigation, and long-term control. Whether you are a healthcare professional, corporate executive, or steward of a multi-generational estate, our approach is designed to align ambition with opportunity, while securing your financial future for decades to come.
From the Gridiron to Wall Street At six years old, I didn’t just dream of playing in the NFL—I knew I would. In 1988, I achieved a lifelong dream by signing a contract with the Philadelphia Eagles—a testament to persistence, discipline, execution, and strategy. But in professional sports, just as in finance, everything can change in an instant. A career-ending injury forced me to pivot almost overnight, reshaping my path and redefining my approach to success. Rather than viewing it as the end, I saw it as a new challenge—one that demanded the same precision, preparation, and high-stakes decision-making that defined my career in professional sports. Wall Street & Merrill Lynch: A New Playing Field Leaving the NFL, I transitioned from professional sports to the high-stakes world of elite finance, joining Merrill Lynch—Wall Street’s premier wealth management firm. There, I immersed myself in institutional finance, tax strategy, and executive wealth structuring, working alongside high-net-worth individuals and corporate leaders to optimize their financial frameworks. I honed my expertise in:
Through it all, one fundamental truth became clear: most wealth isn’t lost in earning—it’s lost in inefficient structuring. Breaking Free: Founding AGS Asset Management At Merrill Lynch, I saw a problem: Too many advisors focused on selling financial products rather than structuring true financial strategies. Clients were given standardized plans rather than tailored, tax-efficient wealth engineering. Bureaucracy often limited the level of customization and strategic flexibility that UHNW clients required. I knew there was a better way. In 1996, I left Merrill Lynch to establish AGS Asset Management, an independent firm dedicated to providing sophisticated financial strategies without corporate influence. For over a decade, AGS Asset Management became a trusted partner for executives, business owners, and affluent families—delivering:
This independence allowed me to build a truly strategic, client-first approach—one that would later evolve into ERX Wealth Partners. The Birth of ERX Wealth Partners The idea for ERX Wealth Partners wasn’t born in a boardroom—it started with a conversation. A lifelong friend, a physician, laid it out plainly: Doctors were being financially exploited. Overworked, under-advised, and often pushed into generic financial plans that failed to protect their wealth, optimize their taxes, or secure their futures. He looked at me and said: "You could do this better. You could change everything for them." That was the moment. I built ERX Wealth Partners to give healthcare leaders, ultra-high-net-worth families, family offices, and entrepreneurs the financial strategy they deserve—not sales pitches, not pre-packaged solutions, but real, independent wealth architecture.
At ERX, we don’t just manage money. We build financial structures that endure. Discover more of the entrepreneurial journey and strategic vision behind ERX Wealth Partners.
Explore Michael’s professional background on LinkedIn. |
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.
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.
