Growth-Focused Wealth
Management for Affluent Investors
For Portfolios That Outgrow Traditional
Advice And Need Institutional Precision
Our Founder
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Has Your Wealth Outgrown The Traditional Advisory Model?
A scattered strategy puts your capital at risk. You reduce stress, errors, and blind spots by coordinating every aspect of your financial life. Many advisors prioritize returns, which can overlook broader needs. Growth-focused wealth management is essential to support what you’ve built.
You may be at this point if you:
Are preparing for a liquidity event
Hold complex or multi-entity assets
Need deeper family or legacy planning
Juggle multiple advisors or lack time to manage them
When Scaling Wealth Requires More Than Just Higher Returns
Traditional advisors often focus solely on profit but miss the big picture. As your assets grow, you may need growth-focused wealth tech, private-market access, and a custom strategy to compete with complexity. Encore’s Wealth Management brings it all together under one umbrella, coordinating your investments, tax planning, estate architecture, retirement strategy, and risk management under one disciplined, institution-grade framework.
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Your Personal Concierge For Cross-Generational Goals
Tax 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.
Trust Services
Managing and safeguarding trust assets, ensuring your legacy is honored and beneficiaries are supported
Institutional Wealth Management —
Without The $100M Gatekeeping
For years, often the ultra-wealthy had access to tailored tax strategies, private-market opportunities, coordinated estate planning, and real risk oversight. Encore changed that. With an institution-backed platform, investors with $1M+ can now access the intelligence and structure formerly designed for nine-figure families — without the $100M barrier to entry.
Learn More NowRequest A Call With Our Team
Let’s discuss how to pursue your legacy and simplify your life.
What To Expect From Encore
You'll get a centralized structure designed to drive clarity – not rhetoric
Diagnose Your Entire Financial Landscape
We start with a deep-dive, holistic review of your tax picture, investments, estate plan, cash flow, risks, and goals – so every decision ties back to what actually matters to you.
Design A Tax-Smart, Goals-Driven Blueprint
Your strategy is engineered to optimize after-tax return, align every account with your objectives, and coordinate the moving parts of your financial life – retirement accounts, trusts, insurance, distributions, gifting, and more.
Execute With Discipline All Year Long
Our team runs a disciplined, quarterly cadence so nothing falls through the cracks:
Distribution planning, RMD review, withholding elections, annual plan refresh
IRA/Roth contributions, portfolio review, insurance + estate checks, tax return analysis
Cash-flow updates, beneficiary review, outside asset review, Roth conversion opportunities
Tax projections, income-minimization planning, year-end giving, next-year distribution prep
Monitor, Adjust, And Optimize Continuously
Markets shift. Taxes change. Life evolves. We proactively refine your plan and your portfolio throughout the year so your strategy stays efficient, and aligned with long-term trajectory.
Let's explore how we can simplify your finances and optimize after-tax returns.
Request A ConsultationStanford Alum Redefines Wealth Management With Silicon Valley-Born Family Office
Encore was built by repeat billion-dollar founder and early blue-chip investor Michael Paulus. His boutique family office emerged to challenge an industry long on promises and short on performance.
As Michael’s own affluent holdings outgrew the confines of piecemeal advisory, he had to re-imagine his financial framework. He sought out a family office to orchestrate and optimize his legacy – but found the existing model wasn’t designed for him. They pitched a personal touch, but delivered carbon copy wealth management.
The “exclusive opportunities” showcased by family offices were recycled and broker-driven, not true institutional access. The alternatives expertise was thin, advice was fragmented across siloed specialists, and critical decisions outsourced to third parties. What ultimately struck him was every firm had less investment experience than he brought to the table.
So he built the solutions that didn’t exist.
Encore is a boutique fiduciary wealth management firm, overseen by the same team behind American flagships Addepar and Assurance. A Stanford graduate and former Andreessen Horowitz partner, Michael blends deep market insight with Silicon Valley innovation – giving you a truly bespoke family office experience.
If you think in decades instead of transactions, we’re here to serve you.
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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.
©2026 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.
