Thoughtfully handling all matters related to your wealth


As a comprehensive wealth management firm, enCompass is positioned to provide guidance on your carefully thought-out wealth accumulation, preservation and transfer plans. We understand that wealth management is a process, not a sale. To effectively address all matters related to wealth management requires not only a broad array of services and products, but the inclusion of your other trusted professionals and non-affiliated specialists when appropriate.

Some of the key areas in which we can assist you include:

  • Comprehensive Financial Planning
  • Retirement Planning
  • Estate Planning
  • College Funding
  • Charitable Gift Planning
  • Investment Management
  • Executive Compensation Issues
  • Concentrated Stock Monetization & Hedging Strategies
  • Stock Option Management 
  • Variable & Fixed Annuities
  • Pension/Defined Benefit Plans
  • Defined Contribution Plans
  • Life/Disability/Health Insurance
  • Long-Term Care Insurance
  • Key Man Insurance/Business Succession Plans
  • Special Situations 
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