My financial advice team

Encompass Wealth Advisors is a Minnesota-based private wealth advisory practice serving a select number of individuals,families, and businesses. Our mission is to be a part of our clients’ financial lives by providing “true direction”. Our commitment to this mission is defined by three core principles:

I. Planning Approach

• A thorough discovery process that helps us understand clients’ financial goals and values.
• Interactive planning process that helps clients understand where they are today and the steps needed to help them move toward their goals.
• Informing clients to help simplify complex issues, which can help clients, avoid common mistakes.

II. Tailored Solutions

• Experience and teamwork helps us maintain client focus and allows for potential innovation and perspective.
• Attention to detail and a goal-based approach to investing results in portfolios that are customized, allowing for better decision-making.
• The ability to leverage resources and facilitate timely introductions can helpfully integrate our clients’ plans.

III. Personal Attention

• Working with a select number of clients helps ensure accessibility and responsiveness.
• Proactive communications helps clients make sense of financial markets and make timely decisions that help them stay on track.
• Active listening and taking an interest in our clients’ lives creates a caring and comfortable environment.