ERX Wealth PartnersBuilding Wealth Beyond a Lifetime —Protecting Dreams Beyond a Generation ____________________________________
The Architecture of Enduring Wealth Co-Founded in 2017 by Michael J. Giongo — a Wall Street veteran whose career began at Merrill Lynch and spans nearly three decades — ERX Wealth Partners was built for those who demand real command over their financial future.Not noise. Not products. And never prepackaged advice. We advise ultra-high-net-worth families, senior executives, and healthcare leaders — including some of the most successful households in the country — who trust us to architect their legacies with clarity and conviction
They don’t come to ERX for investment advice alone. They come for a fully integrated platform — uniting tax law, estate strategy, capital structure, and multigenerational planning under a single, strategic framework. At ERX, everything is built on three core principles: Clarity. Continuity. Control. We build structure that holds — through transitions, market cycles, and generations. For families with complexity, legacy isn’t optional. It must be engineered. Because lasting success isn’t gifted. It’s earned — through foresight, discipline, and relentless stewardship. Whether you lead in healthcare, enterprise, or multigenerational wealth, ERX aligns ambition with architecture — turning vision into structure, and structure into permanence. We don’t just prepare you for the future. We fortify it. We build legacies. We protect dreams. ______________________________________ View Michael’s professional background on LinkedIn. Ready to shape a future that endures? |
Client Impact"When the trust is high, communication is easy, instant, and effective." — Stephen Covey GARIBALDI LAKE, BCTestimonialPhysician Medical Group& Family28 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! |