Live a Free and Inspired Life
Timeless Financial Wisdom for Uncertain Times
❖ A Clear Plan
❖ An Experienced Guide
❖ A Positive Future
Do you struggle with:
having to figure it out all on your own
not having a clear plan for the future
losing money to taxes, inflation and commissions
Why choose Encore Wealth Advisors
Fee-Only Fiduciary
We do not receive commissions from selling products or receive referral fees.
Tax-Focused Advice
We consider and advise on important tax ramifications with the goal of minimizing taxes.
Comprehensive Planning
We provide integrated advice on investments, insurance, tax, retirement, and estate planning.
Many of our clients have struggled with difficult life transitions.
We have over 20 years experience guiding hundreds of clients through life's changes with empathy and care, easing difficult transitions in an uncertain and rapidly changing world.
How It Works
1
Intro Call
This call helps you to understand how we work and whether we are a good fit for you.
2
Discovery Session
We are committed to truly understand your unique needs and goals. We go beyond finances to understand what matters most to you.
3
Strategy Session
We appreciate that your financial path is profoundly personal. Guided by timeless financial wisdom, we craft a custom strategy that helps you to live a free and inspired life.
Our Fees
Our minimum annual fee is $12,000. Our fee is calculated based on your net worth, income and the complexity of your situation. By viewing all aspects of your financial life as a unified whole (taxes, insurance, investments, estate planning), we can often end up saving you significantly more than our fee. There is no charge for the initial discovery process.
About Us
Many people make poor financial decisions because they are only offered one size fits all solutions from someone who is selling insurance or financial products. Encore Wealth Advisors utilizes a client centered approach that goes beyond finances to understand what matters most to you. Guided by timeless financial wisdom we create a custom strategy that helps you to live a free and inspired life.