High-touch wealth management meets
modern technology.
Are you ready to take control of
your financial future?
Our experienced financial advisors use powerful technology to deliver personalized wealth management that revolves around you and evolves with your changing circumstances.
Are you ready to take control of
your financial future?
PCM Encore is a technology forward
financial fiduciary.
That means you are at the center of everything we do because we are obligated to put your interests above all else. We provide comprehensive personal wealth management to individuals, trusts, and family offices.
We are experienced wealth managers who marry high-touch human interaction with technology. We believe this is part of what puts us at the forefront of the profession. Our client-first service model champions a team approach that we believe differentiates us from traditional generalist financial advisors.
Our specialized-teams strategy intentionally separates the wealth management components of holistic financial planning and investment management.
Our planning teams are made up of certified financial professionals with experience in several key practice disciplines, like retirement planning, tax and estate planning, and risk management. Our investment management teams are made up of some of the brightest minds in money management.
PCM Encore is a fiduciary wealth manager that grew out of the multibillion dollar family office of our Founder, Michael Paulus.
Michael is a recognized corporate leader who built two successful financial technology companies, which collectively report on more than $6 trillion of assets. Michael’s previous ventures have helped millions of Americans meet their financial goals and asset protection needs.
Michael is a financial thought leader, who holds two patents for his innovations in financial technology. Both of these inventions help financial institutions and advisors better understand and manage client portfolios.
Michael Paulus - Founder / CEO
Stanford University
Michael is a graduate of Stanford University, where he combined his love of finance and technology to earn an undergraduate degree in Economics and a Master’s degree in Management Science and Engineering. While at Stanford, Michael helped manage the Charles R. Blyth Fund, a student-run investment portfolio that invests a portion of Stanford University's nearly $37 billion endowment.
Michael has deep expertise in alternative investments, including experience as a Partner at Andreessen-Horowitz, a leading Venture Capital firm that manages more than $42 billion and a General Partner at ACG, a real estate firm responsible for more than $2 billion of developed properties.
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A specialized team with diverse talents, focused on strategic planning.
...and helping people align their complex array of financial resources with individual life goals. This is a PCM Encore team. Each team is supported by a dedicated investment management group employing the proven investment management techniques of Modern Portfolio Theory and the patented investment science developed by our founder.
Each PCM Encore team delivers a concierge level of financial service, augmented by our proprietary technology platform. Together, these represent what we believe to be the highest levels of efficiency and transparency available. Together they are intended to bring innovation and excellence to your wealth management experience.
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Independent advice with Personalized Solutions
PCM Encore’s owners were the firm’s first clients. Today we are a 100% employee-owned registered investment advisor. This independence means that the advice we offer is influenced by nothing other than our clients’ unique objectives.
The tools and technology we developed to inform and optimize our own financial plans and investment management strategies are what we use to advise clients. We built the Encore platform for ourselves and our clients benefit from that initial experience and all of its subsequent refinements.
Talk to an Advisor Modern portfolio management delivered with
a human touch.
We built a technology platform to inform investment management decisions that are unemotional, unbiased, and driven by data. We combine this with a team of experienced advisors who are empathetic listeners skilled at providing objective wealth management solutions.
Wealth Management
Our approach to wealth management is intended to optimize the totality of your financial resources as they – and your circumstances – change over time. A primary goal is to protect and grow your assets based on thoughtful planning and careful investment management.
Financial Planning
One of our primary service offerings, financial planning is highly personalized and focused on your individual goals and aspirations. Your financial plan results from an iterative and continually evolving process intended to inform decisions as it is diligently executed throughout your life.
Investment Management
Our approach to investment management is distinguished in that science plays a critical role in our methodology. Based on two patents in investment science held by the firm’s founder, our approach seeks to optimize specific strategies in pursuit of peak portfolio potential.
Our Advisors
The foundation of our service model is experienced teams – each with unique insights and perspectives in disciplines that we believe are critical to your financial success – collaborating with you and your primary PCM Encore advisor leads to a more durable relationship and synergizes planning and consulting.
Client-centric Ethos
A commitment to your best interests is ingrained in our DNA. We structured PCM Encore as a fiduciary in alignment with our intrinsic desire to serve and to the best of our ability eliminate conflicts of interest whenever possible. This means transparency, no commissions or hidden soft-dollar arrangements, and what we believe to be comparatively low fees.
Technology
PCM Encore was founded by technologists. How we integrate it into our processes is one of our key differentiators. Technology helps us optimize planning and portfolio decisions more efficiently. We believe this results in a smarter, more advanced wealth management experience.
We define wealth management in
personal terms.
Sam Rice
Chief Compliance Officer
John Shepard
Chief Technology Officer
Andrew Weiss
Chief Marketing Officer
John Gavin
Senior Vice President
CIMA®
Zane Vercher
Senior Vice President
CFP®, ChFC®
Aaron Bailey
Investment Counselor
Keagan Nwosu
Account Executive
Alix Tucci
Financial Planner
CFP®, MBA, CDMP
Bradford Lin
Principal
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.
