Take control of your financial
future with professional guidance.
Talk to an Advisor We provide sophisticated, fiduciary
driven wealth management.
Our comprehensive services are designed to protect, grow, and optimize your wealth, ensuring financial security for today and generations to come. Explore our expertise in investment management, tax planning, retirement strategies, estate planning, and exclusive family office services.
Safeguarding Your Assets
As a fiduciary advisor, we hold all client assets at trusted third party custodians chosen for their financial strength and platform capabilities. As an independent firm, we have an open architecture that allows us to select a custodian for your portfolio.
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Investment Management
Your portfolio is an extension of your financial plan and is fashioned to align with your specific risk tolerance, time horizons, and liquidity needs, among other factors unique to you. Each investment management relationship is unique and the portfolios we craft reflect those unique circumstances.
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Financial Planning
Financial success starts with a plan. Our personalized financial planning services help you define clear goals, optimize your cash flow, and navigate complex financial decisions. Whether you're saving for the future, funding a major life event, or planning your legacy, we ensure your wealth works for you.
Tax Planning
Effective tax planning is key to long-term financial success. We develop proactive, customized strategies that help minimize your tax burden while maximizing wealth accumulation. From capital gains management to estate tax optimization, we help you keep more of what you’ve worked hard to earn.
Estate Planning
Your legacy deserves careful planning. Our estate planning services ensure your wealth is structured and transferred according to your wishes while protecting your loved ones from unnecessary tax liabilities and legal complexities. We work alongside trusted legal professionals to create a strategy that gives you peace of mind.
Retirement Planning
Retirement is about more than just saving—it’s about ensuring lifelong financial security. We create tailored retirement strategies that help you maintain your desired lifestyle, optimize income streams, and manage risk, so you can enjoy financial freedom in your later years.
Family Office Services
We offer elite wealth management solutions without the overhead of a traditional family office. Our services include investment oversight, tax planning, estate coordination, and multigenerational financial planning. Whether you’re managing significant wealth or building a lasting legacy, our experienced team provides the highest level of support.
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.
