Empowering Your Financial Future with Personalized Guidance
Business & Succesion Planning
Your team counts on you for another successful season. How you invest depends on how much risk you can handle and your wish to help your team grow.
Encompass helps you grow wealth while growing your business. We help you make smart decisions that benefit your company.
Associations & Non-Profits
The legal and tax rules can be confusing. As an association or non-profit, you follow different rules from regular businesses.
We help you navigate these challenges. Our team is experienced in working with large groups in the association world.
We focus on your organization’s needs and provide financial education to your employees to help them make better choices.
Families / Generational Wealth
Whether you're starting your family or guiding the next generations, your traditions and wealth should be passed down carefully and with intention.
Joining us gives you access to top financial experts and all our tools and services to support your legacy.