High-touch wealth management meets modern technology
We combine experienced, conflict-free advisors and powerful technology to deliver wealth management that evolves with you.
Who We Are
Encore is a technology forward personal wealth management firm.
We are a holistic wealth manager that marries 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 comprehensive financial planning service we provide from the investment management decisions it informs. Our planning teams are made up of seasoned professionals with experience in several key practice disciplines from tax and estate to insurance and philanthropy.
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 one of our founders.
This concierge level of attention is augmented by our proprietary technology platform to deliver what we believe are the highest levels of efficiency and transparency to our clients. Together they are intended to bring innovation and excellence to your wealth management experience.
We can't wait to talk to you!
We’re eager to meet you and are prepared to demonstrate the many ways Encore can help make your aspirations a reality. Our process starts by getting to know you and understanding your unique circumstances and personal financial goals. Then we compile an experienced team to help you optimize each of those components.