Sophisticated wealth management to serve your individual needs

It can appear at times that managing wealth is more of a monumental task than earning it in the first place. You are concerned with not only preserving it, but keeping up with it – from managing your many investment accounts to keeping an eye on the tax implications. Then, of course, your life is always evolving, continuously causing you to reconsider your needs and priorities.

MILESTONES AND MAJOR TRANSITIONS REQUIRE SERIOUS ATTENTION: PREPARING FOR RETIREMENT, SELLING A BUSINESS AND EVEN CARING FOR FAMILY MEMBERS WITH SPECIAL NEEDS.

At Encore Wealth Management of Raymond James, you can count on us to coordinate all aspects of your financial life – to help bring clarity and cohesion, and the confidence of knowing that every detail will be addressed – so you can see the big picture and focus on simply enjoying life.

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Comprehensive Planning

There is more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Business Planning

You understand all too well the effort that goes into creating a successful business. It is no surprise that a successful transition – whether it be selling all or part of your business or passing it on to an heir – requires substantial work as well.

Financial Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

At your service

Charles Fischer headshot
Charles Fischer, CFP®, CEPA
Vice President, Wealth Management
Jerry Thorn headshot
Jerry Thorn
Investment Portfolio Associate
Jesse Parks Image
Jesse H. Parks IV
Financial Advisor

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

WEALTH Management

Our comprehensive vision of wealth management looks beyond just investing to help us tailor a plan designed to pursue your objectives.

BUSINESS Exit Planning

Our objective is to help you successfully transition from your business and prudently transfer your business assets into personal wealth.

COMMUNITY Involvement

We are passionate about contributing to our community, supporting and participating in several civic and charitable organizations.
Learn from the past, set vivid, detailed goals for the future, and live in the only moment of time over which you have any control: now.
Denis Waitley

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