Encompass Wealth Management FL

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Umatilla, FL
Encompass Wealth Management FL

Encompass Wealth Management offers a comprehensive range of services designed to help individuals, families, and businesses build and protect their wealth.

Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor. IFP and Encompass Wealth Management are not affiliated. Registration does not imply that the Firm is recommended or approved by the United States government or any regulatory agency. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply any level of skill or training. IFP may only transact business or render personalized investment advice in those states and international jurisdictions where it is registered, has notice filed, or is otherwise excluded or exempted from registration requirements. The purpose of this website is for information distribution only and should not be construed as an offer to buy or sell securities or to offer investment advice. Past results are no guarantee of future results and no representation is made that a client will or is likely to achieve results that are similar to those described. An investor should consider his or her investment objectives, risks, charges and expenses carefully before investing. Please refer to IFP Advisors LLC ADV Part 2 for additional information and risks. Reg BI Disclosure Supplement | Form CRS | Investor Pricing | Privacy Policy | Business Continuity Plan

09/14/2026

Estate planning doesn’t happen in a vacuum. Changes in tax laws, regulations, markets, and wealth-planning strategies can all influence the decisions families make for the future.

Staying informed is an important part of keeping your financial and legacy plans aligned with your long-term goals.

Visit Encompass Wealth Management’s Market Updates for the latest financial news, market insights, and planning perspectives.

Watch the Latest Market Updates: https://loom.ly/4o8KiuU

09/10/2026

Your estate plan should reflect more than your assets; it should reflect your intentions.

Comprehensive estate planning helps bring your financial life, family priorities, and long-term legacy into one coordinated strategy. At Encompass Wealth Management, we help clients consider how their wealth can be protected, managed, and transitioned in ways that matter most to them.

From coordinating with estate and tax professionals to reviewing beneficiaries, wealth-transfer strategies, and legacy goals, thoughtful planning today can help create greater clarity for the people you care about tomorrow.
Protect what you’ve built. Plan for what comes next.

Contact Encompass Wealth Management to learn more, https://loom.ly/nYHEUj4

09/08/2026

Building wealth is important. Building a legacy takes a plan.

At Encompass Wealth Management, Davis Talmage helps families think beyond today by bringing together investment management, tax planning, estate considerations, and long-term family goals to preserve and transition wealth across generations.

Because the decisions you make today can help shape opportunities for your family tomorrow.

Ready to start building your family’s financial legacy? Contact Encompass Wealth Management today, https://loom.ly/nYHEUj4

09/07/2026

This Labor Day, we celebrate the dedication, hard work, and commitment of individuals, families, and business owners who help build stronger communities every day.

Your hard work deserves a financial strategy that works for you. With thoughtful planning, you can make the most of what you’ve earned, whether for wealth building, retirement, business growth, or creating a legacy. Contact us today to discuss how we can help you achieve your financial goals.

From all of us at Encompass Wealth Management, we wish you and your family a safe, relaxing, and happy Labor Day and continued prosperity in all your future endeavors.

09/02/2026

September is the perfect time to think beyond today and focus on the legacy you want to leave tomorrow.
Estate planning is about more than distributing assets; it's about protecting the people you care about, preserving your values, and ensuring your wishes are carried out with confidence.

Whether you're updating an existing plan or creating one for the first time, taking action now can provide lasting peace of mind for you and your family.

This month, we'll be sharing insights and strategies to help you better understand estate planning and legacy planning.

Ready to protect what matters most? Contact Encompass Wealth Management to start building a plan for your future and the generations that follow, https://loom.ly/nYHEUj4

08/27/2026

A large tax bill isn't just a bigger check; it's a chance to think differently.

One client came to us concerned about a significant tax liability. Instead of reacting at the last minute, we worked through a proactive planning process that uniquely aligned their tax strategy with their deepest values. By integrating charitable giving into their overall financial plan and collaborating with their tax professional, they gained greater control over their outcomes, supported meaningful organizations, and realized tax savings beyond their expectations.

Every situation is different, but a customized tax plan can turn a tax challenge into an opportunity for measurable financial advantage and a lasting impact aligned with your unique goals.

Contact Encompass Wealth Management to learn more, https://loom.ly/nYHEUj4

08/25/2026

A small tax move today could make a big difference tomorrow.

In this quick 30-second tip, we're sharing one simple strategy that can help you stay ahead of year-end tax planning and avoid last-minute surprises.

Remember, effective tax planning isn't about reacting during tax season; it's about making informed decisions throughout the year. Ready to maximize your tax savings?

Contact Encompass Wealth Management now to schedule your personalized tax strategy session and take control of your financial future, https://loom.ly/nYHEUj4

08/19/2026

The calendar moves faster than tax strategies.

There are 120 days left this year. Review your financial plan, find tax-saving opportunities, and make necessary changes before deadlines arrive.

If you wait for tax season, you limit your options. Plan now to lower your tax burden, align investments with goals, and make informed choices.

Act now. Contact Encompass Wealth Management to start your year-end tax plan, https://loom.ly/nYHEUj4

08/17/2026

What’s happening in the economy today can shape the financial decisions you make tomorrow.

Stay informed with the latest economic forecast and market insights from Encompass Wealth Management. Explore the trends, developments, and economic outlook that could impact your financial strategy.

Read the latest Economic Forecast News and stay ahead of what’s next: https://loom.ly/4o8KiuU

08/13/2026

Q: How can I reduce taxes on my investment income?

A: A tax-efficient investment strategy looks beyond what you earn—it considers how, when, and where that income is taxed.

Depending on your financial situation, strategies may include tax-loss harvesting to offset capital gains, strategically managing when gains are realized, considering the tax treatment of dividends and long-term gains, and coordinating investments with your broader tax and financial plan. Capital losses can offset capital gains, while qualified dividends and long-term capital gains may receive preferential federal tax treatment.

For higher-income investors, planning may also need to account for the 3.8% Net Investment Income Tax (NIIT).

At Encompass Wealth Management, we believe investment and tax planning should work together. A coordinated strategy can help you make more informed decisions about growing and preserving your wealth.

Want to know where your portfolio may have tax-saving opportunities? Contact Encompass Wealth Management to start the conversation.

Tax strategies depend on individual circumstances. Consult with your tax and financial professionals before implementing a strategy.

Address

40565 E 3rd Avenue
Umatilla, FL
32784

Website

https://encompasswealthmgmt.com/

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