Ensconce Wealth Partners

LETTER FROM THE FOUNDERS

We are delighted to announce the launch of our new firm, Ensconce Wealth Partners. We founded Ensconce so we can serve our clients more personally and effectively.

We have chosen to become independent because profit-driven mandates and restrictions have limited our ability to serve our clients effectively. As an independent firm, we now have greater control over the opportunities and solutions we can offer our clients. Because we are not limited to a specific financial services provider, we have a broader range of choices from which to design and implement customized financial strategies.

We work hard to earn the trust of our clients and we understand that this trust brings great responsibility. We take tremendous pride in the fact that our clients are confident in our expertise and experience and that they can rely on us to help them plan for the future.

With our new firm, you can rest assured that doing what is best for our clients remains our number one priority. And now as an Independent Advisor, we are even better equipped to deliver on that promise – to make the best investment decisions for each of our clients while providing meticulous, attentive, and highly personalized service.

We invite you to learn more about our services on our website and discover how we can assist you.

Warmest regards,

Brian P. Westcoat, CFP®, CPFA

Brian P. Westcoat, CFP®, CPFA

Terrance C. Murray, CFP®

Terrance C. Murray, CFP®

WHO WE SERVE

We work with individuals, couples, and families, many of whom are mid-career professionals such as doctors, lawyers, accountants, and business owners. We also work with those nearing retirement and current retirees. We often are engaged for our services to facilitate intergenerational wealth planning and wealth transfer. Because our service is highly individualized, it is important to us to ensure the best fit for both our clients and our firm.

OUR APPROACH

How we serve our clients is at the core of everything we do. We pride ourselves on delivering a high level of personalized attention and care to each of our clients. And it is because of the personal nature of our practice that we strive to know our clients and what is important to them.

We begin every relationship with a conversation, helping our clients identify and prioritize the goals that matter most to them. Whether it’s planning for the future, transferring wealth to the next generation, customizing a financial strategy that lets them pursue their passions, or if they simply need advice and guidance to help them stay informed — we start by listening and learning.

By gaining a deeper understanding of our clients’ goals and concerns, we are able to develop financial strategies that are optimized to them. Our process is designed to deliver a customized, consistent experience to assist clients in sound and strategic wealth accumulation and preservation.

OUR TEAM

Brian P, Westcoat

BRIAN P. WESTCOAT, CFP®, CPFA

PARTNER & CHIEF INVESTMENT OFFICER

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Terrance C. Murray

TERRANCE C. MURRAY, CFP®

PARTNER

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Lynn M. Muzio

LYNN M. MUZIO

CLIENT SERVICE SPECIALIST

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