Your team looks to you for another season of success. How and what you invest in is as much about your tolerance to risk as it is about your desire to see your team prosper.

encompass is designed to help you build wealth while you are building the future of your company.

Our job is to help you make important decisions that are designed to be good for your business.

The legal and tax maze are daunting. As an association or non-profit, you adhere to rules different from a traditional business. We help guide you through
those complexities.

In the association space, our team specializes in onboarding large client groups. We cater to the needs
of the organization.

We offer financial education for your employees so that they can make more informed decisions.

You may be just starting your family or welcoming your second or even third generation. Your time-honored customs are passed along much the same way your own wealth legacy needs to be.
Purposefully, delicately over time.

A seat at our table earns you access to some of the best financial minds in the business.

Our concierge services mean you have access to all of our tools and resources.