Thoughtfully handling all matters related to your wealth
RIA Successions
RIA SUCCESSION PLANS & PROFESSIONAL ALLIANCES
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 capacity—for example, investment management only, insurance and financial planning-oriented firms—we welcome the opportunity to become your preferred professional alliance partner to assist you in delivering a more comprehensive solution to your clients.
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 capacity—for example, investment management only, insurance and financial planning-oriented firms—we welcome the opportunity to become your preferred professional alliance partner to assist you in delivering a more comprehensive solution to your clients.
