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  • About Ameriprise

    For 125 years, Ameriprise has been committed to putting clients’ needs first.
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  • How we work

    We take the time to understand what’s important to you and deliver personalized advice.
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  • Personalized advice

    Your financial goals are unique to you. Learn how we can help you achieve them.
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Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

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.

II.TAILORED SOLUTIONS

  • 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.

III.PERSONAL ATTENTION

  • 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.

Honored to receive industry recognition.

All of us at Encompass Wealth Advisors are excited to announce that our colleagues, Jason Lane and Amy Bestler, were named a 2021 Five Star Wealth Manager!

This recognition is a testament to the loyalty of our clients, the dedication of the Encompass Wealth Advisors team and the great experience we work so hard to provide for our clients every day.

Our videos

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The Ameriprise difference

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Personal financial advice from advisors who know you and the markets

When giving the right financial advice, knowing the markets isn’t enough. You have to understand your clients. Our advisors know their clients’ goals, giving personalized advice to help meet today’s challenges without losing sight of tomorrow’s goals. (0:30)