Welcome

Welcome to Encompass Wealth Management

Encompass Wealth Management provides objective financial advice. We specialize in asset-based investment management which allows you and your financial advisor to share a common goal—to grow the value of your assets. Investing shouldn’t be an end in itself but rather a means to help you pursue your goal. What matters most is that your financial portfolio works towards enabling you to live the life you have envisioned.

Whether you are close to retirement or looking to start a college savings plan we are able to assist you in all of your financial needs. We offer access to investments in stocks, bonds, mutual funds, exchange-traded funds and tax-advantaged investments. No matter what goals, questions or challenges, we work with you to develop the financial strategies that will help you work toward your dreams.

Encompass Wealth Management is powered by LPL Financial, the nation’s largest independent broker dealer for 16 consecutive years.* This relationship enables us to keep your interests first at all times. We work for you.

Who We Are

LPL Financial is the largest independent broker/dealer in the country* supporting more than 16,000 financial advisors with  $1 trillion in total advisory & brokerage assets. LPL Financial was formed in 1989 through the merger of two small brokerage firms, Linsco & Private Ledger (founded in 1968 and 1973, respectively). Investors are increasingly seeking to partner with financial advisors who offer guidance to help them face today’s financial planning challenges.

WealthVision

All our clients get access to WealthVision. Watch the video and discover the power of this tool. In today’s fast-changing financial landscape, you need to ensure your wealth management is as effective as possible. WealthVision is designed to consolidate all of your accounts, assets and information into one secure location, making your personal financial life easier. In your personal financial homepage, you can view everything about your financial and estate plan in one place.

Our Process

The Encompass Wealth Management Process is a comprehensive methodology. One that leverages an extensive consultative process that focuses on understanding and meeting your needs. This goal-oriented process follows a comprehensive, four-step approach.

Step 1: Discover Your Goals and Objectives 

Together, you and your financial advisor will work to determine your customized financial strategy, taking into consideration the following:

  • Investment goals
  • Time horizon
  • Income needs
  • Tax considerations
  • Retirement dreams
  • Charitable giving
  • Risk tolerance
  • Performance and expectations
  • Liquidity requirements
  • Current investments
  • Creating a legacy

Step 2: Recommend Your Investment Strategy 

Accessing the expertise of experienced research strategists, your financial advisor will identify the most appropriate investment strategies by taking into account the following considerations:

  • Asset-allocation models
  • Correlation between asset classes
  • Investment types
  • Risk/reward characteristics of asset classes
  • Diversification
  • Investment platforms
  • Investment managers

Step 3: Implement Your Portfolio 

Next, your financial advisor will begin building a portfolio of investment vehicles seeking to address your specific needs. This process includes the following action items:

  • Set realistic expectations
  • Transition existing securities
  • Determine type of ownership and beneficiaries
  • Discuss source of funds
  • Complete and sign all paperwork

Step 4: Review and Manage Your Portfolio

Once your investments are in place, the process of reviewing and managing your portfolio begins, which includes:

  • Regular meetings and discussions
  • Active, ongoing portfolio reviews
  • Periodic re-examination of your investment strategy
  • Rebalancing decisions*
  • Consolidated quarterly performance reports

Investment vehicles carry investment risks, including the potential for the loss of principal; and have additional fees, charges and restrictions.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio.  Diversification does not ensure against market risk. No strategy assures success or protects against loss.

*Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction cost and does not assure a profit or protect against a loss.

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