History
Encore Wealth Management is located in Santa Rosa, California. All securities are offered through LPL Financial, which is a member of FINRA/SIPC. David Brown started the firm in 1991. The firm provides financial planning services for individuals, corporations, trusts and retirement accounts with investable assets totaling in excess of $100,000,000.
Specialties
At Encore Wealth Management we have always believed that making good investment decisions, even through very difficult periods, must start with a confident and intellectually well-founded commitment to a sensible, rational set of investment beliefts, diversification and analysis not emotion to make decisions. Our approach is grounded in hard work and fundamental research. We are committed to helping our clients plan for their finanical security by identifying their financial goals, creating a viable strategy and modifying that strategy as market conditions and client needs change over time. We work hard to be your trusted advisor when faced with those critical financial decisions.