About Robert
After a decade serving wealthy families around the world, I founded Encore Investment Advisors in 2021 to provide independent, conflict free, and thorough wealth management advice. I strive to combine the financial planning and investment management capabilities of large wealth managers, with the ...
Areas of focus
Credentials & background
Designations
CAIACFA
Education
BS Finance Bentley University (2012)
Clients served
RetireesTech EmployeesHigh Net Worth IndividualsWealthy FamiliesCorporate ExecutivesUltra High Net Worth Individuals
Registered in
Massachusetts
Regulatory
The firm
Encore Investment Advisors