Family Office &
Private Wealth Management
Learn about the
PCM Encore Difference.
Personalized Wealth Management
At PCM Encore we build resilient investment portfolios, partner with exceptional entrepreneurs who are reshaping industries, and seek out uncommon investment opportunities across asset classes.
Learn about the
PCM Encore Difference.
Past performance does not guarantee future results.
Built for our families, offered to yours.
PCM Encore grew out of the multi-billion dollar family office of our CEO Michael Paulus. We reinvented wealth management from the ground up to better serve our needs and we invite you to see if its the right fit for you.
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Where experience drives innovation.
Get our guide to
Retirement Planning.
This material is for educational purposes only and should not be considered financial or investment advice.
Experience wealth,
your way.
We are an independent registered investment advisor and fiduciary wealth manager.
Fiduciary Advice
We are designed from the ground up to client's interests first and lead with transparency and trust.
Proudly Independent
Employee owned and open-architecture, we seek out uncommon investment opportunities across the entire financial market.
Family Advisory
Your PCM Encore advisor is supported by a team of experienced professionals, including estate attorneys, tax accountants, insurance specialists, and more.
A dedicated partner to guide you
toward your financial goals.
Our approach is wholistic and comprehensive, reflecting an uncommon level of care. This encompasses financial and investment planning, retirement and estate services, and tailored asset allocation and portfolio management.
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We define wealth management in
personal terms.
The makeup of your financial resources is unique to you. Managing them should be too. We created PCM Encore because typical wealth managers couldn’t deliver to us the solutions best suited to our specific circumstances.
Learn More NowTax Planning
Helping you minimize taxes and maximize savings through smart strategies and tax-efficient investments.
Investment & Portfolio Management
Managing your investments to grow wealth while balancing risk and long-term goals.
Retirement Planning
Ensuring you have the savings and income needed for a secure and comfortable retirement.
Family Office Services
Providing comprehensive financial management for high-net-worth families, from investments to legacy planning.
Estate & Legacy Planning
Protecting your wealth and ensuring a smooth transfer of assets to future generations or charities.
Social Security & Medicare Guidance
Providing general education and resources on Social Security and Medicare to help you make informed decisions about your retirement options.
Strategic Gifting
Maximizing the impact of your charitable giving and family gifts while optimizing tax benefits.
Post-Retirement Cash Flow
Managing income and expenses to keep your finances strong throughout retirement.
Improve your financial wellbeing.
Simplify your financial life.
Supporting the proven financial and wealth-building strategies of Modern Portfolio Theory – used by sophisticated investors and ultra-high net worth families – is our experience building FinTech platforms. This combination helps us develop strategies to help you optimize your financial outcomes.
Start your journey with experienced
professionals by your side.
We’re eager to meet you and are prepared to demonstrate the many ways PCM Encore provides strategies to help you work toward your aspirations. Our process starts by getting to know you and understanding your unique circumstances and personal financial goals. Then we assemble an experienced team to help you optimize each of those components.
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Comprehensive Wealth Management
We protect and grow your wealth based on thoughtful planning and careful investment management. These are our two main practice areas. Each occurs in a separate silo and is meticulously detailed to ensure that our specific financial advice is precisely tailored to you.
Family Office Services
Our family office services provide a cost-effective alternative to maintaining your own staff. Clients meeting certain criteria may access these services without an additional fee.
Step into a future of financial
clarity and confidence.
Contact us today to inquire about our services or to book an appointment
Local presence, national reach,
unparalleled expertise.
Bellevue, WA
10900 NE 4th Street
Suite 2406
Bellevue, WA 98004
Aspen, CO
520 E Cooper Avenue
Suite 7C
Aspen, CO 81611
Dallas, TX
15305 Dallas Parkway
Suite 1200
Addison, TX 75001
Miami, FL
6th floor #6113
Brickell City Centre
78 SW 7th St
Miami, FL 33130
Richmond, VA
3900 Westerre Parkway
Suite 300
Richmond, VA 23233
LEGAL
The information provided on this website is for educational purposes only and does not constitute investment, legal, or tax advice. It is not an offer to buy or sell any security or insurance product and does not imply endorsement of any third-party services or viewpoints. Links to external content are for informational purposes and should not be construed as endorsements. All examples are hypothetical and for illustrative purposes only; we recommend contacting us for tailored advice based on your individual circumstances.
PCM Encore, LLC does not provide tax or legal advice and encourages you to seek guidance from qualified professionals regarding your specific situation. Any videos available on this site are for educational purposes and do not constitute investment advice. Our current written disclosure statement, as required under Form ADV, detailing our services, fees, and business operations, is available upon request. This website may contain forward-looking statements; actual results may differ due to various risks and uncertainties.
©2025 PCM Encore, LLC, a SEC registered investment advisor. Registration with the SEC does not imply a certain level of skill or training, and results are not guaranteed.
