Encompass Wealth Advisors is a deep & experienced financial advisory team that provides tailored solutions to solve for the multi-generational needs of individuals, families, & businesses in the Twin Cities & around the country. Our mission is to be essential to 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 our client’s goals, values,& priorities.
- Collaborative planning process that helps clients understand where they are today & the steps needed to help them move toward their goals.
- Educating clients to help simplify complex issues, which can help clients avoid common mistakes.
- Experience& teamwork helps us maintain client focus & allows for innovation &perspective.
- Attention to detail & a goal-based approach to investing results in portfolios that are customized, allowing for better decision-making.
- The ability to leverage resources & facilitate timely introductions to fully integrate our clients’ plans.
- Working with a select number of clients helps ensure accessibility &responsiveness.
- Proactive communication helps clients understand their progress, anticipate future needs, & adapt to changes in their lives.
- Active listening & taking an interest in our clients' lives creates a caring & comfortable environment.