Thoughtfully handling all matters related to your wealth


enCompass Wealth Management, LLC, is a comprehensive, stand-alone wealth management RIA positioned to pursue the following business development strategies: 1) individuals and families, 2) RIA successions, and 3) professional alliances.

We possess the professional capital, talent and energy to serve our fellow RIA firms in two ways. First, for senior advisory practices looking to develop and implement an exit strategy, we are uniquely positioned to assume that role and available for a confidential discussion at your convenience. Second, for less-comprehensive RIA entities or entities constrained by professional capacityfor example, investment management only, insurance and financial planning-oriented firmswe welcome the opportunity to become your preferred professional alliance partner to assist you in delivering a more comprehensive solution to your clients.

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