Our Process

At enCompass Wealth Management, we focus on two key processes: financial planning and portfolio creation. While we are instrumental in implementing a highly disciplined, institutional-quality portfolio management process on behalf of our investor clientele, simply focusing on risk, return and correlation dynamics in a portfolio management process is not enough for success. There needs to be ongoing, long-term strategic guidance to navigate clients toward their goals.

As a practice, we emphasize the importance of financial planning and creating a core advisory team by integrating all client-trusted professionals—namely tax and estate—into the advisory process in order to satisfactorily assess and address all issues from multiple professional disciplines. In cases where clients lack these essential professional relationships, a core advisory team can be readily implemented with outside professionals with which our organization maintains a working relationship. These selected individuals are demographically positioned to span generations, providing continuity in serving clients and their families today and in carrying out their long-range wealth management and legacy plans.