Welcome
Financial planning that starts at the kitchen table.
We sit down with families and business owners and work through every piece of your financial life.
Our approach starts where you or your grandparents probably started…at the kitchen table.
We think the kitchen table is at the heart of every business. It is a platform for nourishment, knowledge, planning, and decision-making. Whether you are carrying your family’s legacy or creating a new one, the kitchen table for us is where we do our best work.
Nearly all crucial decisions are made—breakfast, lunch, and dinner.
Perhaps you remember sitting at the kitchen table with your grandma as a child, snapping green beans. And now, as an adult, you may find yourself helping your children and grandchildren with their homework at that same table. Building a legacy is important. That’s why we offer strategies to help families create lasting wealth that performs today and in the future.
We take a holistic approach to look at all possible scenarios to ensure generations of your family can benefit from the savings and protections you put in place today. A seat at our table gives you access to some of the marketplace’s top succession and financial planning tools.
The Encompass Commitment
“Every piece working. Every person taken care of. Nothing left to chance. Every time.”
What We Stand For
The Table Is Sacred.
We show up fully, prepared, present, and unhurried, every time we sit down with a client. The table is where trust is built and where life decisions are made. We never treat it casually.
We Guide. They Lead.
Our clients are the heroes of their own story. Our job is to show them what they've built, illuminate what they can't see, and walk beside them, never in front of them.
Every Piece. Every Person.
We look at the whole picture: every cornerstone, every dimension, every person at the table. Nothing gets siloed. Nothing falls through the cracks.
Built to Last.
We build relationships, plans, and legacies that outlast any single conversation, product, or generation. We measure our work in decades, not quarters.
