Perhaps the best consulting and wealth management team in the united states
Massachusetts Society of Optometrists
Encompass Group
Encompass Group x Optometrists
Protecting What You’ve Built
For decades, you’ve dedicated your career to improving the vision and health of others.
Now, it’s time to focus on your own future — ensuring the value of your practice and the wealth you’ve earned are protected, preserved, and positioned for the next chapter.
Encompass Group helps practice owners prepare for life beyond the exam room with tailored financial, retirement, and succession strategies.
Who We Are
Encompass Group is a team of experienced financial and business professionals specializing in advanced planning for practice owners and high-income professionals.
Our approach goes beyond conventional retirement tools like 401(k)s and IRAs. We help you design strategies that:
Build tax-advantaged income for retirement
Preserve business and personal wealth through intelligent structuring
Prepare your practice for a smooth transition or sale
We understand the unique financial challenges of optometric practice ownership — from balancing patient care and business management to planning the next phase of your career.
Why Optometrists Choose Encompass Group
You’ve built a successful practice and a comfortable lifestyle. But even well-prepared professionals face uncertainty about what comes next.
We help you answer questions like:
How can I retire on my terms without sacrificing income or flexibility?
What’s the most efficient way to transfer my practice value into personal wealth?
How can I plan for my family’s financial future while minimizing taxes?
Our team works alongside you — and your existing advisors if needed — to create a strategy that fits your goals, timeline, and comfort level.
A Smarter Approach to the Future
Encompass Group offers sophisticated, yet practical financial strategies for practice owners seeking;
Tax-efficient wealth accumulation, beyond traditional wealth strategies
Sustainable cash-flow streams during retirement.
Comprehensive succession and estate planning to maximize and protect legacy
Every plan is customized to YOUR needs. Every plan minimized taxes and fees while maximizing cash flow and legacy.
Trusted Guidance. Tailored Expertise.
Our team includes former Fortune 500 executives, wealth strategists, and business consultants — each with decades of experience guiding professionals through significant financial transitions.
We’re proud to partner with members of the Massachusetts Society of Optometrists to provide members with access to insights and solutions that protect what matters most: the results of a lifetime of work.
Let’s Start the Conversation
Your vision has helped countless patients see clearly.
Now it’s your turn to gain clarity about your financial future.