Our Services

What We Offer

Encompass Wealth Management offers a comprehensive range of services designed to help individuals, families, and businesses build and protect their wealth.

Financial Planning

We create customized strategies that align with our client's goals, helping them manage their finances.

Estate Planning

Encompass Wealth Management ensures that your assets are protected and distributed according to your wishes, providing peace of mind for you and your loved ones.

Retirement Planning

Our team focuses on developing tailored strategies that help clients build a secure retirement fund, ensuring financial independence

Succession Planning

Succession planning at Encompass helps business owners and families create seamless transition strategies, ensuring wealth preservation and continued success.

Risk Management

Encompass Wealth Management identifies potential financial risks and implements tailored strategies to mitigate them, safeguarding your assets.

Why Choose Us

Where expertise meets results

With a commitment to delivering proven solutions for lasting impact, we empower clients to achieve financial stability and growth through personalized strategies, comprehensive planning, and unwavering support every step of the way. 

Innovative Solutions

We deliver innovative solutions tailored to diverse financial needs. We provide a wide range of services. The firm focuses on growth and empowers clients to achieve their financial goals and secure a prosperous future.

Professional Team

Encompass Financial is backed by a professional team with extensive financial planning, risk management, and business consulting expertise. Our commitment to personalized service seeks to ensure clients meet their unique goals.

24/7 Support

Encompass Financial provides 24/7 support, ensuring clients can access assistance whenever needed. Our team is dedicated to delivering reliable and timely solutions around the clock.

Amazing Works

At Encompass Financial, we take pride in striving to deliver exceptional results through our tailored financial strategies and innovative solutions. Our commitment to excellence seeks to ensure we consistently exceed client expectations.