Inverstment Advisory Services

12636 High Bluff Rd, #110, Del Mar, CA 92014  (858)481-4844 office  (858)353-1613 cell twiersumcpa@gmail.com

Welcome to Encompass Financial Services

 

 

 

    

 
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To us, that isn’t just an empty phrase.  Personal service and professional advice are the foundations on which we have built our business.  We truly believe that what sets us apart from other service companies is our commitment to our clients.  We strive to be available to our clients regardless of our hours and to quickly take care of their needs. 

 

     In today’s volatile and fast-paced environment, advice you can trust is critical in helping you make good decisions.  Don’t settle for a less experienced professional who doesn’t at least carry CPA designation.

Todd Wiersum, CPA,CFP
Text Box: We are here to help you with all of your financial needs from Estate Planning, Tax Preparation & Investment Advisory Services to Legal help with an IRS Audit, Trusts, Wills & Entity creation. Don’t rely on the lighthouse for navigation when you are close to the cliffs.  We can help you determine your destination, plan the best route, and set your course.  We will also perform “dead reckoning” to make sure you are on track towards your destination. Please chose a service below to learn more:

 

 

 

 

 

 

 

 

 

 

 

 

Personal Service………..Professional Advice

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