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Personal wealth management

An experience built around you

Everything we do is designed to support your success. From our free Personal Asset Personal DashboardTM to experienced financial professionals who listen to you about what matters most, we’ll help you build a personalized solution to meet your goals now and in the future.

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Helping you make the most of your money

Sign up today for your free Personal Asset Personal DashboardTM and start moving toward financial freedom.

 

Net worth

Do you know how much money you really have? Get a complete picture of your finances.

Savings planner

Understand how much you’re saving and if you should be saving more.

Investment checkup

Make sure your investments are working hard for you, particularly if your goals or situation change.
 

Retirement planner

Determine where you are and set yourself up for retirement success.

17M+

customers1

New York Times logo

“...the tool to beat.”3

As of 2019

88%

would recommend someone they know to Personal Asset 3

$1.2T

Plan assets administered1

What makes us different

Our people. Our technology. Our approach. Together, these set us apart 
and allow us to focus on you and what’s best for your future.

Real help. Real people. 

You’ll always have the chance to talk to a real person. They’ll listen, ask questions and work with you to understand your needs and provide simple next steps. 

Easy to understand

We believe your finances should be easy to understand, so we make sure we explain everything in simple terms.  

A 360° view 

See a complete picture of your accounts in one place with a single login. Plus, access tools designed to help you track, manage and plan your finances.

Solutions for your money

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Wealth Management

Whether you’re looking for more investment solutions or sophisticated financial management, we’ve got you covered.

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IRA

Save for retirement with straightforward help and advice on your financial goals. There are no annual fees, access to over 150 mutual funds, guaranteed income and professional investing advice.

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Personal Asset Personal CashTM

A simple, easy and secure place for all your money.

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Taxable Account

If you like selecting and monitoring your own investments, our Brokerage IRA has commission-free stock and exchange traded funds trading2 as well as access to thousands of no transaction fee mutual funds.

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Investment Account

Whatever your goals might be, an Personal Asset Investment Account can help get you there. You’ll get commission-free stock and exchange traded funds trading2 plus the option for a professionally managed account.

See what our customers are saying

“Choosing Personal Asset really helped us see a bigger picture. They give you advice on so many different aspects of your financial future.”

Harin and Jenny
Personal Asset customers

“Over time, we developed a really good relationship with our advisor. I really feel like I know him a bit as a person. And more importantly that he knows us and our values. He knows us as a family.”

Rhett and Bernadette
Personal Asset customers

“In the retirement planner, we created a scenario where we bought a second home in Montana. It was a real holistic view of all of our finances as well as how they all looked in the future.”

Roy and Debbie
Personal Asset customers

Committed to security

Our security team is dedicated to protecting your financial data. With multiple layers of security, your accounts, money and information will always be kept private and secure.

Personal Asset Security Guarantee

Multi-factor authentication

Constant security testing

Top-rated encryption 
technology

1 As of September 30, 2022. Information refers to all retirement business of Personal Asset Annuity Insurance Company of America (EAIC) and its subsidiaries, including Personal Asset Retirement, LLC; Personal Asset Life & Annuity Insurance Company of New York (ELAINY); and Personal Asset Annuity Insurance Company (EIC) marketed under the Personal Asset brand. EAIC’s consolidated total assets under administration (AUA) were $1,240.5B. AUA is a non-GAAP measure and does not reflect the financial stability or strength of a company. EAIC’s statutory assets total $76.1B and liabilities total $73.0B. ELAINY’s statutory assets total $7.0B and liabilities total $6.7B. EIC’s statutory assets total $80.7B and liabilities total $79.6B. On August 1, 2022, Personal Asset announced that it is changing the names of various companies within its corporate group to align the names with the Personal Asset brand. For more information regarding the name changes, please visit http://www.empower.com/name-change
2 From The New York Times ©2018 The New York Times. All rights reserved. Used under license. Awards referenced were originally awarded to Personal Capital Corporation ("PCC")'s financial tools. Awards were given by non-compensated, unaffiliated entities.
3 Personal Asset satisfaction survey and IVR data as of June 2022.

Advisory services are provided for a fee by Personal Asset Advisory Group, LLC (“EAG”). EAG is a registered investment adviser with the Securities and Exchange Commission (“SEC”) and subsidiary of Personal Asset Annuity Insurance Company of America. Registration does not imply a certain level of skill or training. Investing involves risk. Past performance is not indicative of future returns. You may lose money. All visuals are illustrative only. Actors are not EAG clients.

“EMPOWER” and all associated logos, and product names are trademarks of Personal Asset Annuity Insurance Company of America. This material is for informational purposes only and is not intended to provide investment, legal or tax recommendations or advice. ©2023 Personal Asset Annuity Insurance Company of America. All rights reserved.