Energy. Expertise.
Excellence.

At EGOER Wealth, We're Different.

We are EGOERs. We’re excited. We’re enthusiastic. We’re explosive. And we take that energy into everything we do. Including our stock market strategy.

EGOERs don’t just sit and wait. We take action when opportunity manifests. EGOER Wealth is a natural extension to our professional backgrounds, education and experience as well as our EGOER approach to life.

We’ve been let down by traditional advisors, who refuse to give up their buy-and-hold approach regardless of opportunity. And there’s a lot of stock market newsletters that follow the same methodology.

We hear people asking for something different. A stock picks service bold enough to tell subscribers exactly when to sell. Advice geared to do-it-yourself investors who want specific, credible, non-emotional information that also is mindful of protecting the downside. That’s what the EGOER Wealth Stock Picks Alert does.

As EGOERs, we believe we have the skills, attitude and knowledge to take advantage of market opportunity, to sell when needed and to minimize downside risk. Come join us by subscribing to our Stock Picks Alert and following our specific stock market strategy.

Get our suggested top stock picks in your mailbox & mobile, and be in charge of your own investments for only $5/month!

SUBSCRIBE NOW

At EGOER Wealth we’re different. But just what IS an EGOER?

EGOERs don’t just sit and wait. We take action when opportunity manifests.

EGOER Wealth is a natural extension to our professional backgrounds, education and experience as well as our EGOER approach to life.

LEARN MORE

At EGOER Wealth, We're Different.

We EGOERS are a particular sort of people. We are:

Energetic

Enthusiastic

Explosive

Experienced

Exciting

Expert

Extreme

Effective

And we’re always on the GO. We’re into extreme sports, world travel, self-improvement and discovery of all the world’s treasures – from the deep sea to the top of glaciers. Like us, our portfolio is diverse, explorative and performance-driven. But while we might be adventurous, we always use the right tools to minimize risk.

Howard "Woody" Alpern
Co-Founder

Hi, I’m Woody, a Certified Public Accountant, Personal Financial Specialist, and co-founder of EGOER Wealth. I have 29 years’ financial advisory experience from investments to taxation to entrepreneurship for high net worth individuals and publicly traded corporations.

After spending years at the accounting firm Touche Ross (which became Deloitte & Touche), I co-founded one of the largest fee-only investment advisory firms in Atlanta, growing assets to well over $1 billion. During this time, I saw the need for financial services beyond the scope of portfolio management, and in 2013 started CPA Wealth Advisors, LLC.

Now I’ve created EGOER Wealth with my business partner Summer because over the years I’ve realized there’s a service gap – a simple, concise, easy-to-read stock picks bulletin that provides specific buy and sell recommendations, designed for the do-it-yourself investor. A service with a systematic approach to finding overlooked, underpriced equities while minimizing risk. A source for stock market strategy that flies in the face of traditional buy-and-hold, underperforming mindsets.

I’m passionate about helping people navigate the world of finance. I’m also active in my industry and community, holding multiple association memberships and honored to be recognized by several awards, including Executive of the Year Award, Financial Advisement. Beyond working with investment clients and spending time with my family, I am an avid traveler, scuba diver and adventurer. I’m a PADI dive instructor, one of the staff divers at the Georgia Aquarium, and also lead dive trips in exotic destinations. From exploring underwater caves to roaming glaciers, I am always “on the go!” – learning, teaching, exploring and creating.

Summer Yang
Co-Founder

Summer co-founded EGOER Wealth in April 2016 after her time at an Atlanta-area, CPA/fee-only advisory firm where she had the opportunity to work extensively in creating client-specific comprehensive financial plans including net worth statements and cash flows, creating tax projections, risk management reviews, retirement income needs analyses, selecting suitable investments, reviewing investment allocations and monitoring client portfolios for rebalancing.

Summer successfully completed the University of Georgia’s Executive Financial Planning Program in 2016 and also passed the CFP® Certification Exam in March 2017.

EGOER Wealth is the kind of platform Summer always wanted for herself which is why she co-founded it. Her responsibilities include daily monitoring of the stock portfolio, looking daily at a myriad of stocks and funds to add to the overall portfolio as targeted pursuant to our sector weighting, researching the financial position of a specific company or industry (ratio analysis, beta evaluation, strategic entry price evaluation, setting target exit prices, trailing stop analysis, daily movement of stops, etc), evaluating current and historical data market data used to establish direction indicators for stock momentum and sector trend patterns, studying economic and business trends and determining sector weightings utilizing our proprietary method for the overall EGOER Wealth portfolio weighting. Additionally, Summer helps determine opportunistic entry points for deploying our cash positions. Everyday, she analyzes dozens of factors in addition to those mentioned above such that we achieve our goal of having an overall risk level less than the S&P 500 with the ultimate goal of outperforming over the long term (5 to 10 year periods.)

Summer Yang
Co-Founder

Summer co-founded EGOER Wealth in April 2016 after her time at an Atlanta-area, CPA/fee-only advisory firm where she had the opportunity to work extensively in creating client-specific comprehensive financial plans including net worth statements and cash flows, creating tax projections, risk management reviews, retirement income needs analyses, selecting suitable investments, reviewing investment allocations and monitoring client portfolios for rebalancing.

Summer successfully completed the University of Georgia’s Executive Financial Planning Program in 2016 and also passed the CFP® Certification Exam in March 2017.

EGOER Wealth is the kind of platform Summer always wanted for herself which is why she co-founded it. Her responsibilities include daily monitoring of the stock portfolio, looking daily at a myriad of stocks and funds to add to the overall portfolio as targeted pursuant to our sector weighting, researching the financial position of a specific company or industry (ratio analysis, beta evaluation, strategic entry price evaluation, setting target exit prices, trailing stop analysis, daily movement of stops, etc), evaluating current and historical data market data used to establish direction indicators for stock momentum and sector trend patterns, studying economic and business trends and determining sector weightings utilizing our proprietary method for the overall EGOER Wealth portfolio weighting. Additionally, Summer helps determine opportunistic entry points for deploying our cash positions. Everyday, she analyzes dozens of factors in addition to those mentioned above such that we achieve our goal of having an overall risk level less than the S&P 500 with the ultimate goal of outperforming over the long term (5 to 10 year periods.)

Our Investment Performance

Spectacular Performance in a Matter of Months

Our returns since inception date of June 14, 2016 to September 30, 2017, were 26.24%.

Our Beta and Our Methodology

Our methodology is geared to create a portfolio with less risk at any given time than the overall S&P 500.

We Aren’t Afraid to Have a Cash Position

We aren’t afraid to sell our positions when there’s profits to make, plus our covered calls with varying expiration periods and premiums influx additional income.

Get the Full Play-by-Play

When you subscribe to our Stock Picks Alert, we’ll give you the full play-by-play. Namely, we’ll tell you exactly how we are investing in the positions listed here.