Encompass Wealth Advisors

The Encompass Edge

Welcome to Encompass Wealth Advisors, where we strive to enrich people's lives by providing excellent financial advice and customer care. We are devoted to delivering competent and compassionate wealth management and life planning services that put our clients' best interests first.

At Encompass, we adhere to the fiduciary standard, ensuring that our clients receive sound financial advice that is free of conflicts of interest. Our team of experienced wealth professionals is committed to simplifying the financial planning process and creating continuity among generations. We understand the importance of striking a balance between cost efficiency and tax smart strategies, making compromises when necessary to achieve our clients' financial goals.

What We Do

At Encompass, we offer a wide range of services that cater to our clients' unique needs and objectives. We understand that financial planning involves much more than just managing investments. That's why we take a holistic approach to client care, addressing all aspects of our clients' financial lives. Our 7 Pillars of Life Planning & Wealth Management include:

1. Retirement Planning: We analyze our clients' assets, liabilities, income, and goals to develop a retirement plan that is tailored to their financial situation and aspirations. Our ongoing Retirement Planning process ensures that our clients' plans are up-to-date and relevant, taking into account changes in their lives and the market.

2. Estate Planning: We help our clients protect their assets and ensure that their wealth is transferred to their heirs according to their wishes. Our Estate Planning services include the creation of trusts, wills, and other legal documents that minimize taxes and avoid probate.

3. Investment Management: We manage our clients' investment portfolios with a disciplined, long-term approach, using cost-efficient and tax-smart strategies. Our Investment Management services include asset allocation, security selection, and performance monitoring.

4. Liability & Lending Review: We help our clients manage their debt and optimize their credit, ensuring that they are getting the best terms and rates. Our Liability & Lending Review services include the analysis of our clients' existing loans and credit cards, as well as the evaluation of new lending opportunities.

5. Insurance Review: We help our clients protect themselves and their families from financial risk by reviewing their insurance coverage. Our Insurance Review services include the analysis of our clients' existing policies and the recommendation of new coverage as needed.

6. Saving for Education: We help our clients save for their children's or grandchildren's education, using tax-efficient strategies and investment vehicles. Our Saving for Education services include the creation of 529 plans, Coverdell Education Savings Accounts, and other education-related investments.

7. Charitable Giving Strategies: We help our clients maximize their charitable giving, using tax-efficient strategies and investment vehicles. Our Charitable Giving Strategies services include the creation of donor-advised funds, charitable trusts, and other charitable giving vehicles.

At Encompass, we believe that financial planning is a collaborative process that involves open communication, trust, and transparency. We work closely with our clients to understand their values, goals, and concerns, and we develop customized solutions that address their unique needs and objectives.

Our Team

Our team of experienced wealth professionals is dedicated to providing our clients with the highest level of service and expertise. We have cultivated a diverse team of professionals with diverse backgrounds and expertise, ensuring that we can address all aspects of our clients' financial lives. Our team includes:

• Wealth Advisors: Our Wealth Advisors are experienced financial professionals who are committed to providing competent and compassionate financial advice. They work closely with our clients to develop customized financial plans that address their unique needs and objectives.
• Investment Analysts: Our Investment Analysts are responsible for the analysis and selection of investment securities, as well as the monitoring of investment performance. They use a disciplined, long-term approach to investment management, focusing on cost-efficient and tax-smart strategies.
• Operations Specialists: Our Operations Specialists are responsible for the day-to-day operations of our firm, ensuring that our clients receive the highest level of service and support. They handle all aspects of account administration, including the execution of trades, the processing of account paperwork, and the maintenance of client records.
• Compliance Officer: Our Compliance Officer is responsible for ensuring that our firm complies with all relevant laws, regulations, and industry standards. They oversee our firm's compliance program, conduct internal audits, and provide training and education to our team members.

At Encompass, we believe that our team is our greatest asset. We invest in the ongoing training and development of our team members, ensuring that they have the knowledge, skills, and tools they need to provide our clients with the highest level of service and expertise.

Conclusion

At Encompass Wealth Advisors, we are committed to providing our clients with the highest level of service and expertise. We adhere to the fiduciary standard, ensuring that our clients receive sound financial advice that is free of conflicts of interest. Our experienced team of wealth professionals is dedicated to simplifying the financial planning process and creating continuity among generations. We believe that financial planning is a collaborative process that involves open communication, trust, and transparency, and we work closely with our clients to develop customized solutions that address their unique needs and objectives. Contact us today to learn more about how we can help you achieve your financial goals.