Encore Wealth Management

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.

History

Established in 1991.

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.

Meet the Business Owner

David B.

Business Owner

As a Certified Financial Planner® David mastered a list of nearly 100 topics on integrated financial planning including: insurance, employee benefits, investment and securities, state and federal income tax, estate tax, gift tax, and transfer tax asset protection, retirement and estate planning. David is a Certified Retirement Counselor® and a member of the Redwood Empire Estate Planning Council, an association that brings together the best-​informed estate planning professionals in the Sonoma County area.

Only one percent of all the financial planners in the world are members of the International Million Dollar Round Table (MDRT), the premier Association of Financial Professionals. With his membership, David has been recognized as being one of the world’s most successful life insurance and financial services professionals. David was appointed to the Leadership Council by The Hartford Financial Services Group and to the American Funds’ All-​American Team.