A complete list of active advisors currently associated with Encompass Wealth Management LLC

Warmer can help you find a great advisor at Encompass Wealth Management LLC or one who fits your needs even better.

enCompass Wealth Management, LLC is an independent investment adviser that provides discretionary portfolio management and financial planning to individuals, high‑net‑worth clients and their related trusts and estates. The firm manages roughly $11.1 million for a very small client base and provides regular performance reporting, customized investment policy statements, and access to third‑party separate account managers. The firm’s investment process is grounded in asset allocation models based on modern portfolio theory and quantitative analysis, with diversified portfolios built from mutual funds, ETFs and manager‑run accounts. For appropriately qualified clients, enCompass also integrates alternative investments and uses derivatives and option strategies — including covered calls, collars and hedging or monetization techniques for concentrated stock positions — as part of portfolio implementation and risk management. Notably, the firm’s sole principal is also a licensed insurance agent and may recommend insurance products for which commissions may be paid, a relationship the brochure identifies as a potential conflict of interest. It is also atypical for a solo‑advisor practice of this size to offer access to privately placed alternatives and active option or concentrated‑position strategies, which may make the firm’s service set and suitability considerations different from many peers.

To learn more about the advisors currently working at Encompass Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.