A family story shows how patience, education, and long-term thinking can grow wealth that lasts

The name Tall Oaks isn’t branding fluff; it’s a promise rooted in a family farm, two brick pillars, and a plaque that reminded us every day that great things grow slowly. We’re opening the door wider with a rebrand designed to welcome learners at every stage—those ready for a full planning relationship and those just starting to build their financial footing—so more people can access steady, no-hype education.

We lay out what Tall Oaks stands for today: stability over sizzle, education over noise, and a toolkit that spans investing, behavioral finance, insurance basics, estate planning, and tax-aware choices. Expect conversations with first-time homebuyer pros and seasoned hedge fund managers, honest takes on crypto and real estate, and a filter against clickbait. The test for every topic is simple: does this help someone build, preserve, or pass on wealth? If you value reasonable expectations, thoughtful risk, and plans you can actually stick to, you’re in the right place.

We also extend two invitations. Advisors who align with deep planning and client-first values—reach out and connect. Listeners with questions or topics—send them. Share links you’re unsure about and ask, “Is this legit?” We’ll bring clear thinking and long-term perspective to every answer. If this resonates, follow the show, share it with a friend, and leave a quick review so more people can find Tall Oaks and start planting their own.

Find Du Charme Wealth Management here:
https://ducharmewealth.com/

[00:00:00] Disclaimers & New Purpose
[00:00:51] Why Rebrand to Tall Oaks
[00:03:02] The Family Origin Story
[00:05:11] The Farm, Vision, and Risk
[00:07:35] The Sweet Corn MBA
[00:09:10] Saving, Interest, and First Stocks
[00:10:32] Lessons That Shape a Career
[00:10:33] Invitation to Fellow Advisors
[00:11:00] Intergenerational Wealth in Practice
[00:12:26] Why Tall Oaks Matters
[00:14:05] Long-Term Thinking Over Hype
[00:16:20] Education First, Topics Ahead
[00:20:35] Listener Questions & How to Engage
[00:22:00] Gratitude and Next Chapter

DISCLAIMER:
Information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented. Encompass More Asset Management LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC) and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.