Perhaps the best consulting and wealth management team in the united states

Excellence Redefined:
Your Trusted Partner in Financial Success

Tailored Financial Solutions

Your financial needs are as unique as your medical expertise.

That’s why we offer bespoke financial solutions designed specifically for medical professionals. Whether you’re a seasoned surgeon, a pioneering researcher, or an up-and-coming specialist, we understand the intricacies of your profession and provide personalized advice and services to optimize your financial success.

Holistic Wealth Management

From strategic investment planning to comprehensive estate and retirement planning, our experienced wealth management team is dedicated to helping you build, grow, and protect your wealth. We align our strategies with your long-term goals, ensuring that your financial decisions reflect your values and aspirations.

-Brian Michaud, CEO

Commitment to Excellence

Excellence is not just a goal—it’s our commitment. We strive to exceed your expectations at every touchpoint, delivering unparalleled service, innovative solutions, and unwavering support on your journey to financial success.

Community and Networking Opportunities

Join a thriving community of medical professionals who share your values and ambitions. Through exclusive networking events, educational seminars, and philanthropic initiatives, connect with like-minded peers and leverage valuable opportunities to collaborate, learn, and grow both personally and professionally.

Exclusive Wealth Benefits:

As a valued client of Encompass Group, you gain access to exclusive Wealth benefits tailored to your needs. Enjoy priority service, dedicated relationship managers, and customized solutions designed to meet the unique financial demands of medical professionals.

Plan of Work

Business plans are commonly formulated just once, typically during the initial phase of business establishment. Entrepreneurs, with myriad of thoughts and considerations, often find themselves deviating from their original business trajectory.

Succession

A well thought out plan enables a smooth and effective exit from your business. Among the four available exit strategies, careful planning is essential for all except one. The primary goal of a comprehensive plan is to optimize and capitalize on the considerable hard work, sacrifices, and effort invested in building your organization.

Your Retirement

There is a financial strategy that allows you to retire on someone else’s money and not have to pay taxes during retirement. It is the ultimate use of collateral.

Tailored Solutions for Your Unique Need

Exclusive Financial Services for Medical Professionals

Dr. Kim v.01

Excellence Redefined: Your Trusted Partner in Financial Success