Wealth management in plain english.

Beyond the Numbers Blog

Wealth Management
What is Private Wealth Management?

Is private wealth management only for wealthy people? Not really. Here is what you need to know.

Should I Sell My Bonds? 5 Questions about Investing in 2022

Is it time to sell or hold your bonds? Here are 5 questions investors are asking about their assets.

6 Questions to Ask Before You Retire Abroad

If you want to retire abroad, the first step is financial planning. Here is what to consider if you want to enjoy international living.

What to Do When Someone Dies

When a loved one passes away, what can you do?

Wealth Management
Understanding Fixed-Income Investments

Fixed income is an essential part of every portfolio no matter how conservative or aggressive your approach is. And for retirees, this asset class is exceptionally critical.

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How we can help.

At Encompass Advisors, we provide wealth management and investment guidance for every aspect of your financial life – and we do it with a warm, personal approach. Located in western North Carolina, we serve clients locally, nationally, and globally.