Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
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Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Business Retirement Plans
  • Executive Compensation and Benefit Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Insurance
  • Small Business

Awards & recognition

  • Encompass Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2025
  • Encompass Wealth Advisors, Ameriprise Client Experience Award, 2021-2024
  • Jason A Lane, Forbes Best-in-State Wealth Advisors, 2022-2025
  • Jason A Lane, Ameriprise Circle of Success, 2020-2024
  • Jason A Lane, Five Star Wealth Manager, 2012-2017, 2019-2025
  • Christopher Smith, Five Star Wealth Manager, 2022-2025
  • Amy Bestler, Five Star Wealth Manager, 2021-2025

Community participation

First Responders Day - October 2024
First Responders Day - October 2024

At Encompass Wealth Advisors, giving back is at the heart of what we do. We believe in giving back in ways that reflect the values and interests of our team, creating lasting connections and positive change in our community.

Our efforts include

  • Partnering with Bridging and Feed My Starving Children to support individuals and families in need.
  • Showing appreciation through community outreach to local first responders.
  • Supporting our team members’ passions, such as sponsoring children’s local sports teams like the Woodbury Youth Lacrosse Association or organizing volunteer opportunities and donation collections for local women’s shelters.

Honored to be recognized in Forbes

I’m excited to share that Encompass Wealth Advisors has been named to the 2025 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.

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