Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Libertyville, IL, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$9,500,000.00
Gross Revenue
$50,000.00
# of Accounts
15
Avg Client Age
55
Overview

enCompass Wealth Management, LLC is an independent, fee-based Illinois registered investment advisor providing comprehensive wealth management services to families. As a firm, we make it a practice to meet all of our clients’ trusted professionals, and we play a critical role in making sure fluid communication is present among all trusted professionals in order to deliver a thorough client advisory experience. In cases where clients lack essential professional relationships, a core advisory team can readily be implemented with professionals that our firm maintains working relationships with. These selected individuals are uniquely positioned demographically to span generations, providing continuity in serving clients and their families today and in carrying out their long-range wealth management and legacy plans. Simply stated, our goal is to provide thoughtful coordination and handling of all matters related to client wealth.

Our intention is to identify and purchase small succession planning acquisitions through the Succession Link website.

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