Encore Wealth Management

Encore Wealth Management Encore Wealth Management specializes in Retirement Planning and Investments Creating value, quality of life, and greater satisfaction.

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 beliefs. We provide Retirement Planning, Insurance and Investment Services, and Financial Planning. Please visit our website to learn more. For a list of state

s in which we are registered to conduct business, please visit www.encorewm.com. The financial consultants of Encore Wealth Management are registered representatives with, and securities offered Through LPL Financial, Member FINRA/SIPC
www.FINRA.org and www.SIPC.org. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. WCG Wealth Advisors and Encore Wealth Management are separate entities from LPL Financial. Please note: Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:
06/23/2026

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

Consumers continued spending in May, even as higher prices and gas costs remained part of the picture.Retail sales rose ...
06/22/2026

Consumers continued spending in May, even as higher prices and gas costs remained part of the picture.

Retail sales rose 0.9% in May, up from a revised 0.4% increase in April. Excluding gas station sales, retail sales rose 0.7%.

The gains were broad-based, with clothing, accessories, furniture, and online sales all moving higher. Online sales rose 1.5% during the month.

The data suggests consumers are still spending, supported in part by tax refunds and steady hiring. However, economists noted that the boost from tax refunds may fade, and higher gas prices could still affect household behavior.

Some shoppers appear to be adjusting by looking for discounts, changing where they fill up, or becoming more selective with purchases.

For the broader economy, retail sales offer a useful snapshot of consumer strength — and how households respond when prices, fuel costs, and confidence all shift at once.

Shoppers stepped up their spending in May, surpassing economists’ expectations, as temperatures warmed and gasoline prices leveled off.

The investments you’ve made in your life so far have helped prepare you for the future. We can help, too.
06/20/2026

The investments you’ve made in your life so far have helped prepare you for the future. We can help, too.

You’ve made investments your whole life. Work with us to help make the most of them.

These 6 things might make your next return a prime target for an IRS audit.
06/18/2026

These 6 things might make your next return a prime target for an IRS audit.

Here are six flags that may make your tax return prime for an IRS audit.

Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?
06/16/2026

Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
06/13/2026

It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.

For women, retirement strategy is a long race. It’s helpful to know the route.

The financial risks to consider when evaluating self insurance?
06/11/2026

The financial risks to consider when evaluating self insurance?

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Major student loan changes are set to take effect July 1, bringing updates to borrowing limits, repayment options, and f...
06/10/2026

Major student loan changes are set to take effect July 1, bringing updates to borrowing limits, repayment options, and federal aid eligibility.

New rules will limit how much some students and parents can borrow. Parent PLUS loans will be capped at $20,000 per year and $65,000 total per student, while new caps will also apply to graduate and professional degree borrowing.

Repayment options are also changing. New federal loan borrowers will have fewer choices, with options narrowing to a tiered standard repayment structure or a new income-driven option called the Repayment Assistance Program.

Borrowers currently enrolled in SAVE may also need to choose a new repayment option, with loan servicers expected to send notices about next steps.
Pell Grant rules are changing as well, including expanded eligibility for some short-term workforce training programs.

For borrowers and students, the takeaway is simple: watch for communications from loan servicers, confirm contact information is current, and review available options before deadlines arrive.

The changes will affect how much students and their parents can borrow, as well as their repayment options.

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save a...
06/09/2026

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save and when to start.

See how much you may need to save now to cover future college costs for your child.

Is it possible to avoid a loss? Not entirely, but you can take steps to manage risk. Learn more here.
06/06/2026

Is it possible to avoid a loss? Not entirely, but you can take steps to manage risk. Learn more here.

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

Address

1605 4th Street
Santa Rosa, CA
95404

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8:30am - 1pm

Telephone

+17075785123

Website

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