Our Primary Purpose
Encore Wealth Partners focuses on small business owners and their employees. For employers Encore works with companies’ retirement plans, such as 401(k) and defined benefit plans. On the individual level, Encore advises those planning for retirement, business succession, and legacy goals.
Finding Your Fit
We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
When working with business owners and their company’s retirement plans, Encore offers additional benefits to all plan participants, including an optional annual consultation. This complementary consultation focuses on the plan participant’s personal plan, regardless of financial situation, age, or planning goals. Encore believes that by helping business owners provide key personal benefits and long-term financial planning for their employees, they can help their clients increase employee morale and loyalty. These benefits help retain talent and increase the value of the owner’s company along the way.
We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you.