Your Wealth, Our Expertise.
Guided by Integrity.
Empowering Your Financial Future with Trusted Guidance and Personalized Investment Strategies.
At Encompass Investment Management., we believe in putting you first. Our team of experts is dedicated to helping businesses and institutional investors navigate the complex world of investments. With a focus on integrity and transparency, we tailor our strategies to your unique goals, ensuring your financial future is both secure and prosperous.
Tailored Solutions.
Comprehensive Investment & Retirement Solutions.
Wealth Management
Our Investment Management service helps you grow your wealth wisely. We analyze market trends and tailor strategies to meet your goals, ensuring your investments work hard for you. Trust us to navigate the complexities of investing with confidence.
Retirement Planning
Retirement Planning is key to a secure future. We’ll work closely with you to create a personalized roadmap, covering savings, investment options, and income strategies. With our guidance, you can enjoy your retirement worry-free and with confidence.
Financial Planning
Our Financial Planning service is designed for families and businesses looking to optimize their investment strategies. We provide expert analysis, risk management, and tailored solutions to enhance your financial performance. Partner with us for success and growth.
Partnering for Your Success.
Proven Track Record.
Why Choose Encompass Wealth Management?
Choosing Encompass Wealth Management means partnering with experts who prioritize your goals. We deliver customized strategies for lasting financial success and peace of mind.
Investment Strategies.
We will help you all the way to financial independence thanks to our tailored investment strategies.
Strategic Partnership.
Let us be your strategic partner in this path by aligning your portfolios to your mission and financial goals.
For over 20 years, I have helped individual and corporate clients in the areas of investments, retirement planning, and estate planning. I graduated from the University of Maryland as an economist. My approach to investing is to keep it simple.
Carlos romero, president
Get in Touch!
Ready to secure your financial future? Contact us today and let’s start your journey to success together!